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 | $39,204 | $54,541-28.1% | $78,778-50.2% | $70,131-44.1% |
| Participation rate | 58.6% | 60.8%-2.2pp | 69.2%-10.6pp | 69.5%-10.9pp |
| Annual return | 14.49% | 21.07%-6.6pp | 35.62%-21.1pp | 73.14%-58.7pp |
| Employer contribution / active EE | $678 | $1,089-37.8% | $1,986-65.9% | $2,342-71.1% |
| Participant deferral / active EE | $1,711 | $2,210-22.6% | $2,958-42.1% | $3,332-48.6% |
| Admin fee / account holder | $503 | $3,709-86.5% | $5,134-90.2% | $4,645-89.2% |