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 | $44,677 | $53,777-16.9% | $134,143-66.7% | $79,858-44.1% |
| Participation rate | 64.3% | 58.8%+5.5pp | 72.2%-7.9pp | 69.6%-5.3pp |
| Annual return | 18.92% | 19.01%-0.1pp | 36.33%-17.4pp | 31.71%-12.8pp |
| Employer contribution / active EE | $728 | $1,321-44.9% | $3,704-80.3% | $2,471-70.5% |
| Participant deferral / active EE | $1,396 | $2,420-42.3% | $3,499-60.1% | $3,740-62.7% |
| Admin fee / account holder | $1,139 | $3,984-71.4% | $6,684-83.0% | $5,306-78.5% |