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 | $40,958 | $58,512-30.0% | $84,015-51.2% | $72,985-43.9% |
| Participation rate | 62.5% | 61.2%+1.3pp | 69.0%-6.5pp | 69.5%-7.0pp |
| Annual return | 18.01% | 28.93%-10.9pp | 71.31%-53.3pp | 81.00%-63.0pp |
| Employer contribution / active EE | $753 | $1,163-35.2% | $1,983-62.0% | $2,440-69.1% |
| Participant deferral / active EE | $1,757 | $2,394-26.6% | $3,239-45.8% | $3,607-51.3% |
| Admin fee / account holder | $640 | $4,569-86.0% | $6,101-89.5% | $5,124-87.5% |