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 | $51,263 | $58,851-12.9% | $115,157-55.5% | $72,985-29.8% |
| Participation rate | 69.2% | 65.5%+3.7pp | 75.9%-6.7pp | 69.5%-0.3pp |
| Annual return | 19.18% | 23.16%-4.0pp | 35.60%-16.4pp | 81.00%-61.8pp |
| Employer contribution / active EE | $1,201 | $1,798-33.2% | $3,179-62.2% | $2,440-50.8% |
| Participant deferral / active EE | $2,095 | $2,643-20.7% | $4,168-49.7% | $3,607-41.9% |
| Admin fee / account holder | $474 | $6,370-92.6% | $7,088-93.3% | $5,124-90.8% |