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 | $40,346 | $78,422-48.6% | $95,952-58.0% | $79,858-49.5% |
| Participation rate | 65.7% | 73.5%-7.8pp | 77.1%-11.4pp | 69.6%-3.9pp |
| Annual return | 14.03% | 19.37%-5.3pp | 91.61%-77.6pp | 31.71%-17.7pp |
| Employer contribution / active EE | $728 | $1,945-62.6% | $2,541-71.4% | $2,471-70.6% |
| Participant deferral / active EE | $2,569 | $3,440-25.3% | $4,167-38.3% | $3,740-31.3% |
| Admin fee / account holder | $3,795 | $5,622-32.5% | $6,795-44.2% | $5,306-28.5% |