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 | $61,436 | $56,897+8.0% | $84,750-27.5% | $62,891-2.3% |
| Participation rate | 62.1% | 68.5%-6.5pp | 76.6%-14.5pp | 69.3%-7.2pp |
| Annual return | 8.44% | 6.30%+2.1pp | 22.78%-14.3pp | 20.14%-11.7pp |
| Employer contribution / active EE | $639 | $2,400-73.4% | $3,574-82.1% | $2,281-72.0% |
| Participant deferral / active EE | $1,238 | $2,709-54.3% | $3,712-66.7% | $3,203-61.4% |
| Admin fee / account holder | $339 | $3,581-90.5% | $5,332-93.6% | $4,296-92.1% |