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 | $32,204 | $48,076-33.0% | $78,689-59.1% | $62,891-48.8% |
| Participation rate | 65.4% | 65.2%+0.2pp | 73.6%-8.2pp | 69.3%-3.9pp |
| Annual return | 10.52% | 31.35%-20.8pp | 62.18%-51.7pp | 20.14%-9.6pp |
| Employer contribution / active EE | $1,142 | $2,015-43.3% | $2,851-59.9% | $2,281-49.9% |
| Participant deferral / active EE | $2,088 | $2,588-19.3% | $3,517-40.6% | $3,203-34.8% |
| Admin fee / account holder | $1,488 | $3,207-53.6% | $4,510-67.0% | $4,296-65.4% |