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 | $41,729 | $60,349-30.9% | $74,183-43.7% | $62,891-33.6% |
| Participation rate | 57.1% | 72.7%-15.6pp | 76.6%-19.5pp | 69.3%-12.2pp |
| Annual return | 18.91% | 21.37%-2.5pp | 17.74%+1.2pp | 20.14%-1.2pp |
| Employer contribution / active EE | $928 | $1,680-44.7% | $2,370-60.8% | $2,281-59.3% |
| Participant deferral / active EE | $3,911 | $2,856+36.9% | $3,550+10.2% | $3,203+22.1% |
| Admin fee / account holder | $8,592 | $4,261+101.6% | $5,586+53.8% | $4,296+100.0% |