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 | $45,021 | $88,707-49.2% | $74,183-39.3% | $273,961-83.6% |
| Participation rate | 46.2% | 79.4%-33.3pp | 76.6%-30.5pp | 83.0%-36.9pp |
| Annual return | 13.67% | 11.94%+1.7pp | 17.74%-4.1pp | 41.45%-27.8pp |
| Employer contribution / active EE | $988 | $3,159-68.7% | $2,370-58.3% | $4,869-79.7% |
| Participant deferral / active EE | $3,135 | $4,212-25.6% | $3,550-11.7% | $5,287-40.7% |
| Admin fee / account holder | $1,115 | $8,717-87.2% | $5,586-80.0% | $10,132-89.0% |