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 | $41,959 | $60,022-30.1% | $88,946-52.8% | $84,808-50.5% |
| Participation rate | 20.4% | 57.8%-37.4pp | 68.8%-48.4pp | 68.3%-47.9pp |
| Annual return | 18.09% | 22.43%-4.3pp | 57.82%-39.7pp | 40.90%-22.8pp |
| Employer contribution / active EE | $417 | $1,703-75.5% | $2,555-83.7% | $2,631-84.1% |
| Participant deferral / active EE | $2,190 | $3,114-29.7% | $4,581-52.2% | $4,212-48.0% |
| Admin fee / account holder | $2,750 | $4,811-42.8% | $8,261-66.7% | $7,344-62.6% |