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 | $56,085 | $72,012-22.1% | $185,823-69.8% | $79,858-29.8% |
| Participation rate | 66.7% | 65.8%+0.9pp | 78.0%-11.4pp | 69.6%-3.0pp |
| Annual return | 18.95% | 23.12%-4.2pp | 35.95%-17.0pp | 31.71%-12.8pp |
| Employer contribution / active EE | $406 | $1,965-79.3% | $4,087-90.1% | $2,471-83.6% |
| Participant deferral / active EE | $2,456 | $3,779-35.0% | $5,632-56.4% | $3,740-34.3% |
| Admin fee / account holder | $1,398 | $4,513-69.0% | $9,500-85.3% | $5,306-73.6% |