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 | $45,781 | $48,046-4.7% | $84,611-45.9% | $72,985-37.3% |
| Participation rate | 67.7% | 57.6%+10.1pp | 68.2%-0.5pp | 69.5%-1.8pp |
| Annual return | 21.61% | 37.38%-15.8pp | 258.74%-237.1pp | 81.00%-59.4pp |
| Employer contribution / active EE | $806 | $1,602-49.7% | $2,652-69.6% | $2,440-67.0% |
| Participant deferral / active EE | $4,355 | $2,680+62.5% | $3,899+11.7% | $3,607+20.7% |
| Admin fee / account holder | $782 | $3,395-77.0% | $4,912-84.1% | $5,124-84.7% |