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 | $21,437 | $53,018-59.6% | $70,014-69.4% | $62,891-65.9% |
| Participation rate | 68.7% | 67.2%+1.5pp | 71.8%-3.2pp | 69.3%-0.6pp |
| Annual return | 6.94% | 13.35%-6.4pp | 12.99%-6.1pp | 20.14%-13.2pp |
| Employer contribution / active EE | $663 | $1,799-63.1% | $2,338-71.6% | $2,281-70.9% |
| Participant deferral / active EE | $1,595 | $2,395-33.4% | $2,931-45.6% | $3,203-50.2% |
| Admin fee / account holder | $805 | $3,690-78.2% | $4,380-81.6% | $4,296-81.3% |