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 | $50,415 | $70,428-28.4% | $96,562-47.8% | $85,850-41.3% |
| Participation rate | 66.1% | 61.8%+4.3pp | 69.8%-3.7pp | 69.3%-3.2pp |
| Annual return | 32.13% | 18.59%+13.5pp | 37.78%-5.6pp | 318.53%-286.4pp |
| Employer contribution / active EE | $364 | $1,413-74.2% | $2,356-84.6% | $2,565-85.8% |
| Participant deferral / active EE | $2,749 | $2,894-5.0% | $3,849-28.6% | $3,952-30.4% |
| Admin fee / account holder | $1,342 | $4,997-73.1% | $6,181-78.3% | $6,260-78.6% |