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 | $32,235 | $47,848-32.6% | $81,478-60.4% | $70,131-54.0% |
| Participation rate | 63.0% | 58.3%+4.7pp | 68.0%-5.0pp | 69.5%-6.6pp |
| Annual return | 19.71% | 27.25%-7.5pp | 38.78%-19.1pp | 73.14%-53.4pp |
| Employer contribution / active EE | $904 | $1,527-40.8% | $2,568-64.8% | $2,342-61.4% |
| Participant deferral / active EE | $1,899 | $2,453-22.6% | $3,537-46.3% | $3,332-43.0% |
| Admin fee / account holder | $545 | $3,145-82.7% | $4,561-88.0% | $4,645-88.3% |