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 | $41,538 | $85,022-51.1% | $70,515-41.1% | $139,434-70.2% |
| Participation rate | 68.4% | 73.9%-5.5pp | 68.3%+0.1pp | 80.3%-11.9pp |
| Annual return | 16.12% | 30.38%-14.3pp | 32.77%-16.7pp | 372.94%-356.8pp |
| Employer contribution / active EE | $575 | $3,909-85.3% | $2,973-80.7% | $4,751-87.9% |
| Participant deferral / active EE | $4,529 | $5,890-23.1% | $4,567-0.8% | $6,710-32.5% |
| Admin fee / account holder | $1,374 | $8,906-84.6% | $6,412-78.6% | $11,403-88.0% |