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 | $25,322 | $48,076-47.3% | $78,689-67.8% | $62,891-59.7% |
| Participation rate | 67.9% | 65.2%+2.6pp | 73.6%-5.7pp | 69.3%-1.4pp |
| Annual return | 6.66% | 31.35%-24.7pp | 62.18%-55.5pp | 20.14%-13.5pp |
| Employer contribution / active EE | $948 | $2,015-53.0% | $2,851-66.8% | $2,281-58.5% |
| Participant deferral / active EE | $1,519 | $2,588-41.3% | $3,517-56.8% | $3,203-52.6% |
| Admin fee / account holder | $12,609 | $3,207+293.1% | $4,510+179.5% | $4,296+193.5% |