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 | $37,232 | $48,076-22.6% | $78,689-52.7% | $62,891-40.8% |
| Participation rate | 65.5% | 65.2%+0.2pp | 73.6%-8.1pp | 69.3%-3.9pp |
| Annual return | 5.49% | 31.35%-25.9pp | 62.18%-56.7pp | 20.14%-14.7pp |
| Employer contribution / active EE | $471 | $2,015-76.6% | $2,851-83.5% | $2,281-79.4% |
| Participant deferral / active EE | $2,303 | $2,588-11.0% | $3,517-34.5% | $3,203-28.1% |
| Admin fee / account holder | $585 | $3,207-81.8% | $4,510-87.0% | $4,296-86.4% |