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 | $35,810 | $72,012-50.3% | $185,823-80.7% | $79,858-55.2% |
| Participation rate | 67.7% | 65.8%+2.0pp | 78.0%-10.3pp | 69.6%-1.9pp |
| Annual return | 13.81% | 23.12%-9.3pp | 35.95%-22.1pp | 31.71%-17.9pp |
| Employer contribution / active EE | $471 | $1,965-76.0% | $4,087-88.5% | $2,471-80.9% |
| Participant deferral / active EE | $3,114 | $3,779-17.6% | $5,632-44.7% | $3,740-16.7% |
| Admin fee / account holder | $1,091 | $4,513-75.8% | $9,500-88.5% | $5,306-79.4% |