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 | $35,484 | $53,127-33.2% | $86,590-59.0% | $70,131-49.4% |
| Participation rate | 67.9% | 65.3%+2.5pp | 73.5%-5.7pp | 69.5%-1.7pp |
| Annual return | 15.08% | 27.66%-12.6pp | 964.84%-949.8pp | 73.14%-58.1pp |
| Employer contribution / active EE | $662 | $2,068-68.0% | $2,839-76.7% | $2,342-71.7% |
| Participant deferral / active EE | $2,339 | $2,696-13.2% | $3,609-35.2% | $3,332-29.8% |
| Admin fee / account holder | $1,382 | $3,585-61.5% | $4,906-71.8% | $4,645-70.3% |