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 | $60,953 | $65,041-6.3% | $90,951-33.0% | $79,858-23.7% |
| Participation rate | 65.1% | 61.6%+3.5pp | 69.0%-3.9pp | 69.6%-4.6pp |
| Annual return | 20.01% | 30.45%-10.4pp | 134.60%-114.6pp | 31.71%-11.7pp |
| Employer contribution / active EE | $333 | $1,247-73.3% | $2,122-84.3% | $2,471-86.5% |
| Participant deferral / active EE | $1,776 | $2,512-29.3% | $3,373-47.4% | $3,740-52.5% |
| Admin fee / account holder | $3,393 | $4,536-25.2% | $5,959-43.1% | $5,306-36.1% |