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 | $36,123 | $79,944-54.8% | $98,439-63.3% | $75,163-51.9% |
| Participation rate | 68.5% | 70.4%-1.9pp | 75.2%-6.6pp | 67.2%+1.3pp |
| Annual return | 15.68% | 19.75%-4.1pp | 21.16%-5.5pp | 160.62%-144.9pp |
| Employer contribution / active EE | $1,089 | $2,264-51.9% | $3,048-64.3% | $2,670-59.2% |
| Participant deferral / active EE | $2,034 | $3,752-45.8% | $4,738-57.1% | $4,125-50.7% |
| Admin fee / account holder | $2,276 | $6,840-66.7% | $8,948-74.6% | $5,651-59.7% |