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 | $38,202 | $58,512-34.7% | $84,015-54.5% | $72,985-47.7% |
| Participation rate | 69.8% | 61.2%+8.5pp | 69.0%+0.8pp | 69.5%+0.3pp |
| Annual return | 26.13% | 28.93%-2.8pp | 71.31%-45.2pp | 81.00%-54.9pp |
| Employer contribution / active EE | $439 | $1,163-62.3% | $1,983-77.9% | $2,440-82.0% |
| Participant deferral / active EE | $2,183 | $2,394-8.8% | $3,239-32.6% | $3,607-39.5% |
| Admin fee / account holder | $2,026 | $4,569-55.7% | $6,101-66.8% | $5,124-60.5% |