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 | $51,146 | $58,512-12.6% | $84,015-39.1% | $72,985-29.9% |
| Participation rate | 66.7% | 61.2%+5.4pp | 69.0%-2.3pp | 69.5%-2.8pp |
| Annual return | 20.26% | 28.93%-8.7pp | 71.31%-51.0pp | 81.00%-60.7pp |
| Employer contribution / active EE | $793 | $1,163-31.8% | $1,983-60.0% | $2,440-67.5% |
| Participant deferral / active EE | $2,087 | $2,394-12.8% | $3,239-35.6% | $3,607-42.2% |
| Admin fee / account holder | $301 | $4,569-93.4% | $6,101-95.1% | $5,124-94.1% |