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 | $33,480 | $57,016-41.3% | $84,966-60.6% | $80,856-58.6% |
| Participation rate | 61.0% | 56.3%+4.6pp | 67.5%-6.5pp | 67.6%-6.7pp |
| Annual return | 16.03% | 21.66%-5.6pp | 66.38%-50.4pp | 35.59%-19.6pp |
| Employer contribution / active EE | $821 | $1,798-54.3% | $2,727-69.9% | $2,755-70.2% |
| Participant deferral / active EE | $2,649 | $3,110-14.8% | $4,519-41.4% | $4,296-38.3% |
| Admin fee / account holder | $2,041 | $4,980-59.0% | $6,149-66.8% | $6,918-70.5% |