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 | $41,849 | $53,777-22.2% | $134,143-68.8% | $79,858-47.6% |
| Participation rate | 62.1% | 58.8%+3.3pp | 72.2%-10.1pp | 69.6%-7.6pp |
| Annual return | 25.39% | 19.01%+6.4pp | 36.33%-10.9pp | 31.71%-6.3pp |
| Employer contribution / active EE | $751 | $1,321-43.1% | $3,704-79.7% | $2,471-69.6% |
| Participant deferral / active EE | $2,279 | $2,420-5.8% | $3,499-34.9% | $3,740-39.1% |
| Admin fee / account holder | $679 | $3,984-83.0% | $6,684-89.8% | $5,306-87.2% |