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 | $25,797 | $48,046-46.3% | $84,611-69.5% | $72,985-64.7% |
| Participation rate | 58.8% | 57.6%+1.2pp | 68.2%-9.4pp | 69.5%-10.7pp |
| Annual return | 28.68% | 37.38%-8.7pp | 258.74%-230.1pp | 81.00%-52.3pp |
| Employer contribution / active EE | $839 | $1,602-47.6% | $2,652-68.4% | $2,440-65.6% |
| Participant deferral / active EE | $3,629 | $2,680+35.4% | $3,899-6.9% | $3,607+0.6% |
| Admin fee / account holder | $733 | $3,395-78.4% | $4,912-85.1% | $5,124-85.7% |