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 | $43,069 | $65,041-33.8% | $90,951-52.6% | $79,858-46.1% |
| Participation rate | 69.8% | 61.6%+8.2pp | 69.0%+0.8pp | 69.6%+0.2pp |
| Annual return | 19.92% | 30.45%-10.5pp | 134.60%-114.7pp | 31.71%-11.8pp |
| Employer contribution / active EE | $286 | $1,247-77.1% | $2,122-86.5% | $2,471-88.4% |
| Participant deferral / active EE | $1,317 | $2,512-47.6% | $3,373-61.0% | $3,740-64.8% |
| Admin fee / account holder | $3,986 | $4,536-12.1% | $5,959-33.1% | $5,306-24.9% |