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 | $34,820 | $65,365-46.7% | $92,893-62.5% | $72,985-52.3% |
| Participation rate | 64.5% | 68.3%-3.8pp | 76.0%-11.5pp | 69.5%-5.0pp |
| Annual return | 20.85% | 42.10%-21.3pp | 109.41%-88.6pp | 81.00%-60.2pp |
| Employer contribution / active EE | $775 | $2,594-70.1% | $3,653-78.8% | $2,440-68.2% |
| Participant deferral / active EE | $2,728 | $3,128-12.8% | $4,236-35.6% | $3,607-24.4% |
| Admin fee / account holder | $2,194 | $4,251-48.4% | $5,794-62.1% | $5,124-57.2% |