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 | $47,808 | $48,076-0.6% | $78,689-39.2% | $62,891-24.0% |
| Participation rate | 63.9% | 65.2%-1.3pp | 73.6%-9.7pp | 69.3%-5.4pp |
| Annual return | 10.43% | 31.35%-20.9pp | 62.18%-51.7pp | 20.14%-9.7pp |
| Employer contribution / active EE | $1,134 | $2,015-43.7% | $2,851-60.2% | $2,281-50.3% |
| Participant deferral / active EE | $2,147 | $2,588-17.0% | $3,517-38.9% | $3,203-33.0% |
| Admin fee / account holder | $399 | $3,207-87.6% | $4,510-91.2% | $4,296-90.7% |