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 | $30,867 | $43,723-29.4% | $121,196-74.5% | $64,186-51.9% |
| Participation rate | 65.3% | 58.3%+7.0pp | 71.7%-6.4pp | 69.6%-4.3pp |
| Annual return | 3.15% | 68.91%-65.8pp | 16.93%-13.8pp | 7.63%-4.5pp |
| Employer contribution / active EE | $635 | $1,296-51.0% | $4,022-84.2% | $2,381-73.3% |
| Participant deferral / active EE | $1,773 | $2,280-22.2% | $3,344-47.0% | $3,470-48.9% |
| Admin fee / account holder | $824 | $3,501-76.5% | $5,019-83.6% | $4,888-83.1% |