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 | $54,932 | $54,541+0.7% | $78,778-30.3% | $70,131-21.7% |
| Participation rate | 61.8% | 60.8%+1.0pp | 69.2%-7.4pp | 69.5%-7.8pp |
| Annual return | 16.13% | 21.07%-4.9pp | 35.62%-19.5pp | 73.14%-57.0pp |
| Employer contribution / active EE | $946 | $1,089-13.1% | $1,986-52.4% | $2,342-59.6% |
| Participant deferral / active EE | $1,789 | $2,210-19.0% | $2,958-39.5% | $3,332-46.3% |
| Admin fee / account holder | $877 | $3,709-76.3% | $5,134-82.9% | $4,645-81.1% |