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 | $21,850 | $55,706-60.8% | $75,886-71.2% | $72,985-70.1% |
| Participation rate | 57.9% | 61.1%-3.2pp | 69.3%-11.4pp | 69.5%-11.6pp |
| Annual return | 35.90% | 27.59%+8.3pp | 30.76%+5.1pp | 81.00%-45.1pp |
| Employer contribution / active EE | $570 | $1,687-66.2% | $2,500-77.2% | $2,440-76.6% |
| Participant deferral / active EE | $3,574 | $2,634+35.7% | $3,603-0.8% | $3,607-0.9% |
| Admin fee / account holder | $763 | $3,978-80.8% | $5,418-85.9% | $5,124-85.1% |