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 | $53,071 | $48,076+10.4% | $78,689-32.6% | $62,891-15.6% |
| Participation rate | 60.0% | 65.2%-5.2pp | 73.6%-13.6pp | 69.3%-9.3pp |
| Annual return | 6.21% | 31.35%-25.1pp | 62.18%-56.0pp | 20.14%-13.9pp |
| Employer contribution / active EE | $365 | $2,015-81.9% | $2,851-87.2% | $2,281-84.0% |
| Participant deferral / active EE | $2,510 | $2,588-3.0% | $3,517-28.6% | $3,203-21.6% |
| Admin fee / account holder | $1,865 | $3,207-41.9% | $4,510-58.7% | $4,296-56.6% |