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 | $31,432 | $215,361-85.4% | $171,082-81.6% | $273,961-88.5% |
| Participation rate | 68.2% | 82.0%-13.8pp | 76.7%-8.5pp | 83.0%-14.8pp |
| Annual return | 6.19% | 25.14%-18.9pp | 32.56%-26.4pp | 41.45%-35.3pp |
| Employer contribution / active EE | $475 | $4,967-90.4% | $4,002-88.1% | $4,869-90.2% |
| Participant deferral / active EE | $1,619 | $5,543-70.8% | $4,797-66.3% | $5,287-69.4% |
| Admin fee / account holder | $591 | $10,846-94.5% | $8,520-93.1% | $10,132-94.2% |