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 | $37,948 | $48,076-21.1% | $78,689-51.8% | $62,891-39.7% |
| Participation rate | 65.3% | 65.2%+0.1pp | 73.6%-8.3pp | 69.3%-4.0pp |
| Annual return | 8.05% | 31.35%-23.3pp | 62.18%-54.1pp | 20.14%-12.1pp |
| Employer contribution / active EE | $1,008 | $2,015-50.0% | $2,851-64.6% | $2,281-55.8% |
| Participant deferral / active EE | $1,388 | $2,588-46.4% | $3,517-60.5% | $3,203-56.7% |
| Admin fee / account holder | $4,247 | $3,207+32.4% | $4,510-5.8% | $4,296-1.1% |