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 | $34,470 | $47,944-28.1% | $67,834-49.2% | $62,891-45.2% |
| Participation rate | 68.9% | 61.1%+7.9pp | 68.8%+0.1pp | 69.3%-0.4pp |
| Annual return | 6.95% | 11.77%-4.8pp | 138.47%-131.5pp | 20.14%-13.2pp |
| Employer contribution / active EE | $560 | $1,562-64.1% | $2,403-76.7% | $2,281-75.4% |
| Participant deferral / active EE | $2,241 | $2,247-0.2% | $3,160-29.1% | $3,203-30.0% |
| Admin fee / account holder | $7,660 | $3,712+106.4% | $4,622+65.7% | $4,296+78.3% |