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 | $39,012 | $67,411-42.1% | $91,001-57.1% | $70,131-44.4% |
| Participation rate | 69.4% | 71.4%-1.9pp | 75.6%-6.2pp | 69.5%-0.1pp |
| Annual return | 16.70% | -40.16%+56.9pp | 4.60%+12.1pp | 73.14%-56.4pp |
| Employer contribution / active EE | $605 | $1,786-66.1% | $2,456-75.4% | $2,342-74.2% |
| Participant deferral / active EE | $2,429 | $2,823-13.9% | $3,547-31.5% | $3,332-27.1% |
| Admin fee / account holder | $2,935 | $4,236-30.7% | $5,417-45.8% | $4,645-36.8% |