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 | $40,715 | $58,512-30.4% | $84,015-51.5% | $72,985-44.2% |
| Participation rate | 68.2% | 61.2%+7.0pp | 69.0%-0.8pp | 69.5%-1.3pp |
| Annual return | 25.01% | 28.93%-3.9pp | 71.31%-46.3pp | 81.00%-56.0pp |
| Employer contribution / active EE | $560 | $1,163-51.9% | $1,983-71.8% | $2,440-77.0% |
| Participant deferral / active EE | $2,935 | $2,394+22.6% | $3,239-9.4% | $3,607-18.6% |
| Admin fee / account holder | $1,898 | $4,569-58.5% | $6,101-68.9% | $5,124-63.0% |