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 | $30,439 | $48,364-37.1% | $71,796-57.6% | $62,891-51.6% |
| Participation rate | 69.0% | 60.6%+8.4pp | 69.1%-0.1pp | 69.3%-0.3pp |
| Annual return | 9.55% | 13.16%-3.6pp | 78.04%-68.5pp | 20.14%-10.6pp |
| Employer contribution / active EE | $920 | $1,042-11.7% | $1,924-52.2% | $2,281-59.7% |
| Participant deferral / active EE | $3,026 | $2,091+44.7% | $2,794+8.3% | $3,203-5.5% |
| Admin fee / account holder | $1,311 | $3,771-65.2% | $4,815-72.8% | $4,296-69.5% |