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 | $38,964 | $59,097-34.1% | $82,389-52.7% | $74,304-47.6% |
| Participation rate | 52.9% | 52.8%+0.1pp | 69.5%-16.7pp | 60.3%-7.5pp |
| Annual return | 13.67% | 22.85%-9.2pp | 28.67%-15.0pp | 29.43%-15.8pp |
| Employer contribution / active EE | $598 | $1,601-62.7% | $2,517-76.3% | $2,241-73.3% |
| Participant deferral / active EE | $2,164 | $2,775-22.0% | $4,155-47.9% | $3,767-42.6% |
| Admin fee / account holder | $3,299 | $4,489-26.5% | $7,231-54.4% | $2,969+11.1% |