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 | $58,203 | $68,914-15.5% | $136,749-57.4% | $74,304-21.7% |
| Participation rate | 68.2% | 51.3%+16.8pp | 72.1%-4.0pp | 60.3%+7.8pp |
| Annual return | 17.26% | 16.34%+0.9pp | 24.33%-7.1pp | 29.43%-12.2pp |
| Employer contribution / active EE | $754 | $1,561-51.7% | $3,400-77.8% | $2,241-66.4% |
| Participant deferral / active EE | $3,931 | $2,541+54.7% | $4,692-16.2% | $3,767+4.4% |
| Admin fee / account holder | $4,059 | $3,149+28.9% | $11,386-64.4% | $2,969+36.7% |