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 | $27,537 | $45,073-38.9% | $69,455-60.4% | $72,985-62.3% |
| Participation rate | 56.3% | 68.5%-12.2pp | 74.6%-18.3pp | 69.5%-13.1pp |
| Annual return | 5.67% | 22.65%-17.0pp | 28.97%-23.3pp | 81.00%-75.3pp |
| Employer contribution / active EE | $415 | $2,054-79.8% | $2,779-85.1% | $2,440-83.0% |
| Participant deferral / active EE | $1,449 | $2,602-44.3% | $3,535-59.0% | $3,607-59.8% |
| Admin fee / account holder | $503 | $3,056-83.5% | $3,839-86.9% | $5,124-90.2% |