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 | $64,512 | $83,477-22.7% | $125,175-48.5% | $72,985-11.6% |
| Participation rate | 60.7% | 73.3%-12.6pp | 79.8%-19.1pp | 69.5%-8.8pp |
| Annual return | 21.65% | 25.78%-4.1pp | 43.79%-22.1pp | 81.00%-59.4pp |
| Employer contribution / active EE | $971 | $2,345-58.6% | $3,865-74.9% | $2,440-60.2% |
| Participant deferral / active EE | $4,103 | $3,585+14.4% | $4,937-16.9% | $3,607+13.7% |
| Admin fee / account holder | $2,452 | $5,517-55.6% | $9,702-74.7% | $5,124-52.1% |