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 | $63,635 | $71,050-10.4% | $93,606-32.0% | $80,856-21.3% |
| Participation rate | 59.5% | 60.4%-0.9pp | 68.7%-9.2pp | 67.6%-8.1pp |
| Annual return | 14.85% | 11.26%+3.6pp | 133.20%-118.3pp | 35.59%-20.7pp |
| Employer contribution / active EE | $621 | $1,564-60.3% | $2,420-74.3% | $2,755-77.5% |
| Participant deferral / active EE | $2,640 | $4,034-34.5% | $4,411-40.1% | $4,296-38.5% |
| Admin fee / account holder | $2,280 | $6,945-67.2% | $8,285-72.5% | $6,918-67.0% |