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 | $73,787-44.5% | $98,716-58.5% | $82,448-50.3% |
| Participation rate | 68.9% | 61.4%+7.5pp | 69.3%-0.4pp | 68.1%+0.8pp |
| Annual return | 14.37% | 18.57%-4.2pp | 31.81%-17.4pp | 41.64%-27.3pp |
| Employer contribution / active EE | $1,478 | $1,511-2.2% | $2,279-35.1% | $2,551-42.1% |
| Participant deferral / active EE | $3,706 | $3,081+20.3% | $4,048-8.5% | $4,139-10.5% |
| Admin fee / account holder | $960 | $6,500-85.2% | $8,703-89.0% | $7,234-86.7% |