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 | $34,660 | $48,076-27.9% | $78,689-56.0% | $62,891-44.9% |
| Participation rate | 44.8% | 65.2%-20.4pp | 73.6%-28.7pp | 69.3%-24.5pp |
| Annual return | 7.51% | 31.35%-23.8pp | 62.18%-54.7pp | 20.14%-12.6pp |
| Employer contribution / active EE | $345 | $2,015-82.9% | $2,851-87.9% | $2,281-84.9% |
| Participant deferral / active EE | $1,575 | $2,588-39.1% | $3,517-55.2% | $3,203-50.8% |
| Admin fee / account holder | $4,478 | $3,207+39.6% | $4,510-0.7% | $4,296+4.3% |