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 | $40,715 | $48,076-15.3% | $78,689-48.3% | $62,891-35.3% |
| Participation rate | 69.0% | 65.2%+3.8pp | 73.6%-4.5pp | 69.3%-0.3pp |
| Annual return | 8.09% | 31.35%-23.3pp | 62.18%-54.1pp | 20.14%-12.1pp |
| Employer contribution / active EE | $927 | $2,015-54.0% | $2,851-67.5% | $2,281-59.4% |
| Participant deferral / active EE | $1,277 | $2,588-50.7% | $3,517-63.7% | $3,203-60.1% |
| Admin fee / account holder | $4,412 | $3,207+37.6% | $4,510-2.2% | $4,296+2.7% |