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 | $35,305 | $48,230-26.8% | $67,502-47.7% | $80,856-56.3% |
| Participation rate | 68.9% | 66.4%+2.5pp | 72.9%-4.0pp | 67.6%+1.3pp |
| Annual return | 17.19% | 18.28%-1.1pp | 3512.12%-3494.9pp | 35.59%-18.4pp |
| Employer contribution / active EE | $1,215 | $2,020-39.8% | $2,731-55.5% | $2,755-55.9% |
| Participant deferral / active EE | $2,183 | $2,924-25.3% | $4,000-45.4% | $4,296-49.2% |
| Admin fee / account holder | $3,183 | $3,681-13.5% | $3,998-20.4% | $6,918-54.0% |