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 | $40,959 | $74,927-45.3% | $101,794-59.8% | $84,808-51.7% |
| Participation rate | 68.9% | 61.4%+7.5pp | 69.2%-0.3pp | 68.3%+0.6pp |
| Annual return | 14.37% | 18.70%-4.3pp | 30.53%-16.2pp | 40.90%-26.5pp |
| Employer contribution / active EE | $1,478 | $1,522-2.9% | $2,289-35.4% | $2,631-43.8% |
| Participant deferral / active EE | $3,706 | $3,099+19.6% | $4,084-9.3% | $4,212-12.0% |
| Admin fee / account holder | $960 | $6,514-85.3% | $8,777-89.1% | $7,344-86.9% |