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 | $33,056 | $56,054-41.0% | $171,082-80.7% | $62,891-47.4% |
| Participation rate | 64.0% | 62.9%+1.1pp | 76.7%-12.7pp | 69.3%-5.3pp |
| Annual return | 5.53% | 22.52%-17.0pp | 32.56%-27.0pp | 20.14%-14.6pp |
| Employer contribution / active EE | $294 | $1,731-83.0% | $4,002-92.7% | $2,281-87.1% |
| Participant deferral / active EE | $1,356 | $3,158-57.1% | $4,797-71.7% | $3,203-57.7% |
| Admin fee / account holder | $531 | $3,647-85.4% | $8,520-93.8% | $4,296-87.6% |