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 | $35,695 | $72,492-50.8% | $87,100-59.0% | $72,985-51.1% |
| Participation rate | 67.2% | 72.8%-5.6pp | 76.9%-9.7pp | 69.5%-2.3pp |
| Annual return | 20.57% | 24.46%-3.9pp | 28.19%-7.6pp | 81.00%-60.4pp |
| Employer contribution / active EE | $530 | $1,894-72.0% | $2,521-79.0% | $2,440-78.3% |
| Participant deferral / active EE | $2,094 | $3,270-36.0% | $4,049-48.3% | $3,607-42.0% |
| Admin fee / account holder | $3,540 | $5,055-30.0% | $7,497-52.8% | $5,124-30.9% |