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 | $41,472 | $54,701-24.2% | $86,188-51.9% | $71,457-42.0% |
| Participation rate | 62.7% | 60.1%+2.6pp | 69.0%-6.3pp | 67.9%-5.2pp |
| Annual return | 21.51% | 20.06%+1.5pp | 1168.45%-1146.9pp | 28.85%-7.3pp |
| Employer contribution / active EE | $1,235 | $1,265-2.4% | $2,380-48.1% | $2,588-52.3% |
| Participant deferral / active EE | $3,296 | $3,108+6.0% | $3,985-17.3% | $4,289-23.1% |
| Admin fee / account holder | $1,610 | $1,922-16.2% | $6,852-76.5% | $1,587+1.4% |