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 | $56,626 | $65,041-12.9% | $90,951-37.7% | $79,858-29.1% |
| Participation rate | 63.2% | 61.6%+1.6pp | 69.0%-5.9pp | 69.6%-6.5pp |
| Annual return | 17.29% | 30.45%-13.2pp | 134.60%-117.3pp | 31.71%-14.4pp |
| Employer contribution / active EE | $981 | $1,247-21.3% | $2,122-53.8% | $2,471-60.3% |
| Participant deferral / active EE | $2,328 | $2,512-7.3% | $3,373-31.0% | $3,740-37.8% |
| Admin fee / account holder | $935 | $4,536-79.4% | $5,959-84.3% | $5,306-82.4% |