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 | $49,181 | $58,828-16.4% | $77,999-36.9% | $62,891-21.8% |
| Participation rate | 69.0% | 71.1%-2.1pp | 75.5%-6.6pp | 69.3%-0.3pp |
| Annual return | 25.28% | 17.16%+8.1pp | 425.96%-400.7pp | 20.14%+5.1pp |
| Employer contribution / active EE | $526 | $1,672-68.5% | $2,470-78.7% | $2,281-76.9% |
| Participant deferral / active EE | $2,025 | $2,686-24.6% | $3,497-42.1% | $3,203-36.8% |
| Admin fee / account holder | $3,356 | $4,393-23.6% | $5,480-38.8% | $4,296-21.9% |