See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,125 | $55,706-72.8% | $75,886-80.1% | $72,985-79.3% |
| Participation rate | 69.4% | 61.1%+8.3pp | 69.3%+0.1pp | 69.5%-0.1pp |
| Annual return | 32.09% | 27.59%+4.5pp | 30.76%+1.3pp | 81.00%-48.9pp |
| Employer contribution / active EE | $755 | $1,687-55.2% | $2,500-69.8% | $2,440-69.1% |
| Participant deferral / active EE | $1,245 | $2,634-52.7% | $3,603-65.4% | $3,607-65.5% |
| Admin fee / account holder | $4,483 | $3,978+12.7% | $5,418-17.3% | $5,124-12.5% |