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 | $22,359 | $52,580-57.5% | $71,671-68.8% | $70,131-68.1% |
| Participation rate | 63.3% | 60.9%+2.5pp | 68.7%-5.4pp | 69.5%-6.2pp |
| Annual return | 16.06% | 20.25%-4.2pp | 20.65%-4.6pp | 73.14%-57.1pp |
| Employer contribution / active EE | $354 | $1,616-78.1% | $2,460-85.6% | $2,342-84.9% |
| Participant deferral / active EE | $2,107 | $2,386-11.7% | $3,438-38.7% | $3,332-36.8% |
| Admin fee / account holder | $528 | $3,653-85.5% | $5,558-90.5% | $4,645-88.6% |