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 | $74,927-56.0% | $101,794-67.6% | $84,808-61.1% |
| Participation rate | 62.1% | 61.4%+0.7pp | 69.2%-7.1pp | 68.3%-6.2pp |
| Annual return | 15.42% | 18.70%-3.3pp | 30.53%-15.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $833 | $1,522-45.3% | $2,289-63.6% | $2,631-68.3% |
| Participant deferral / active EE | $1,422 | $3,099-54.1% | $4,084-65.2% | $4,212-66.2% |
| Admin fee / account holder | $1,275 | $6,514-80.4% | $8,777-85.5% | $7,344-82.6% |