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 | $29,119 | $55,706-47.7% | $75,886-61.6% | $72,985-60.1% |
| Participation rate | 50.9% | 61.1%-10.2pp | 69.3%-18.4pp | 69.5%-18.6pp |
| Annual return | 24.25% | 27.59%-3.3pp | 30.76%-6.5pp | 81.00%-56.8pp |
| Employer contribution / active EE | $752 | $1,687-55.4% | $2,500-69.9% | $2,440-69.2% |
| Participant deferral / active EE | $2,310 | $2,634-12.3% | $3,603-35.9% | $3,607-36.0% |
| Admin fee / account holder | $380 | $3,978-90.4% | $5,418-93.0% | $5,124-92.6% |