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 | $38,245 | $58,512-34.6% | $84,015-54.5% | $72,985-47.6% |
| Participation rate | 68.8% | 61.2%+7.5pp | 69.0%-0.3pp | 69.5%-0.7pp |
| Annual return | 18.24% | 28.93%-10.7pp | 71.31%-53.1pp | 81.00%-62.8pp |
| Employer contribution / active EE | $241 | $1,163-79.3% | $1,983-87.9% | $2,440-90.1% |
| Participant deferral / active EE | $1,443 | $2,394-39.7% | $3,239-55.5% | $3,607-60.0% |
| Admin fee / account holder | $2,395 | $4,569-47.6% | $6,101-60.7% | $5,124-53.3% |