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 | $43,440 | $83,477-48.0% | $125,175-65.3% | $72,985-40.5% |
| Participation rate | 61.1% | 73.3%-12.2pp | 79.8%-18.7pp | 69.5%-8.4pp |
| Annual return | 23.65% | 25.78%-2.1pp | 43.79%-20.1pp | 81.00%-57.4pp |
| Employer contribution / active EE | $1,499 | $2,345-36.1% | $3,865-61.2% | $2,440-38.6% |
| Participant deferral / active EE | $2,999 | $3,585-16.4% | $4,937-39.3% | $3,607-16.9% |
| Admin fee / account holder | $1,642 | $5,517-70.2% | $9,702-83.1% | $5,124-68.0% |