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 | $49,154 | $58,512-16.0% | $84,015-41.5% | $72,985-32.7% |
| Participation rate | 66.2% | 61.2%+4.9pp | 69.0%-2.9pp | 69.5%-3.3pp |
| Annual return | 31.17% | 28.93%+2.2pp | 71.31%-40.1pp | 81.00%-49.8pp |
| Employer contribution / active EE | $337 | $1,163-71.0% | $1,983-83.0% | $2,440-86.2% |
| Participant deferral / active EE | $1,760 | $2,394-26.5% | $3,239-45.7% | $3,607-51.2% |
| Admin fee / account holder | $1,482 | $4,569-67.6% | $6,101-75.7% | $5,124-71.1% |