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 | $46,082 | $48,076-4.1% | $78,689-41.4% | $62,891-26.7% |
| Participation rate | 69.4% | 65.2%+4.2pp | 73.6%-4.1pp | 69.3%+0.1pp |
| Annual return | 5.05% | 31.35%-26.3pp | 62.18%-57.1pp | 20.14%-15.1pp |
| Employer contribution / active EE | $500 | $2,015-75.2% | $2,851-82.5% | $2,281-78.1% |
| Participant deferral / active EE | $1,400 | $2,588-45.9% | $3,517-60.2% | $3,203-56.3% |
| Admin fee / account holder | $1,862 | $3,207-42.0% | $4,510-58.7% | $4,296-56.7% |