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 | $32,964 | $73,787-55.3% | $98,716-66.6% | $82,448-60.0% |
| Participation rate | 62.1% | 61.4%+0.7pp | 69.3%-7.2pp | 68.1%-6.0pp |
| Annual return | 15.42% | 18.57%-3.1pp | 31.81%-16.4pp | 41.64%-26.2pp |
| Employer contribution / active EE | $833 | $1,511-44.9% | $2,279-63.4% | $2,551-67.4% |
| Participant deferral / active EE | $1,422 | $3,081-53.8% | $4,048-64.9% | $4,139-65.6% |
| Admin fee / account holder | $1,275 | $6,500-80.4% | $8,703-85.3% | $7,234-82.4% |