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 | $46,102 | $58,828-21.6% | $77,999-40.9% | $62,891-26.7% |
| Participation rate | 69.7% | 71.1%-1.4pp | 75.5%-5.8pp | 69.3%+0.4pp |
| Annual return | 8.90% | 17.16%-8.3pp | 425.96%-417.1pp | 20.14%-11.2pp |
| Employer contribution / active EE | $855 | $1,672-48.9% | $2,470-65.4% | $2,281-62.5% |
| Participant deferral / active EE | $2,145 | $2,686-20.1% | $3,497-38.6% | $3,203-33.0% |
| Admin fee / account holder | $830 | $4,393-81.1% | $5,480-84.9% | $4,296-80.7% |