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 | $76,297 | $81,248-6.1% | $155,509-50.9% | $80,856-5.6% |
| Participation rate | 69.4% | 66.2%+3.2pp | 78.2%-8.8pp | 67.6%+1.8pp |
| Annual return | 13.93% | 33.31%-19.4pp | 64.67%-50.7pp | 35.59%-21.7pp |
| Employer contribution / active EE | $383 | $3,100-87.6% | $4,672-91.8% | $2,755-86.1% |
| Participant deferral / active EE | $2,956 | $3,452-14.3% | $5,626-47.5% | $4,296-31.2% |
| Admin fee / account holder | $940 | $7,997-88.2% | $15,912-94.1% | $6,918-86.4% |