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 | $40,314 | $45,073-10.6% | $69,455-42.0% | $72,985-44.8% |
| Participation rate | 52.6% | 68.5%-15.9pp | 74.6%-22.0pp | 69.5%-16.9pp |
| Annual return | 28.13% | 22.65%+5.5pp | 28.97%-0.8pp | 81.00%-52.9pp |
| Employer contribution / active EE | $730 | $2,054-64.5% | $2,779-73.7% | $2,440-70.1% |
| Participant deferral / active EE | $1,727 | $2,602-33.6% | $3,535-51.2% | $3,607-52.1% |
| Admin fee / account holder | $2,628 | $3,056-14.0% | $3,839-31.5% | $5,124-48.7% |