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 | $37,651 | $52,580-28.4% | $71,671-47.5% | $70,131-46.3% |
| Participation rate | 66.7% | 60.9%+5.8pp | 68.7%-2.1pp | 69.5%-2.9pp |
| Annual return | 15.61% | 20.25%-4.6pp | 20.65%-5.0pp | 73.14%-57.5pp |
| Employer contribution / active EE | $593 | $1,616-63.3% | $2,460-75.9% | $2,342-74.7% |
| Participant deferral / active EE | $2,692 | $2,386+12.8% | $3,438-21.7% | $3,332-19.2% |
| Admin fee / account holder | $7,812 | $3,653+113.9% | $5,558+40.5% | $4,645+68.2% |