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 | $30,816 | $55,706-44.7% | $75,886-59.4% | $72,985-57.8% |
| Participation rate | 66.7% | 61.1%+5.5pp | 69.3%-2.6pp | 69.5%-2.8pp |
| Annual return | 23.32% | 27.59%-4.3pp | 30.76%-7.4pp | 81.00%-57.7pp |
| Employer contribution / active EE | $783 | $1,687-53.6% | $2,500-68.7% | $2,440-67.9% |
| Participant deferral / active EE | $1,277 | $2,634-51.5% | $3,603-64.6% | $3,607-64.6% |
| Admin fee / account holder | $1,412 | $3,978-64.5% | $5,418-73.9% | $5,124-72.5% |