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 | $36,354 | $60,349-39.8% | $74,183-51.0% | $62,891-42.2% |
| Participation rate | 69.2% | 72.7%-3.5pp | 76.6%-7.4pp | 69.3%-0.1pp |
| Annual return | 8.79% | 21.37%-12.6pp | 17.74%-8.9pp | 20.14%-11.4pp |
| Employer contribution / active EE | $415 | $1,680-75.3% | $2,370-82.5% | $2,281-81.8% |
| Participant deferral / active EE | $3,700 | $2,856+29.6% | $3,550+4.2% | $3,203+15.5% |
| Admin fee / account holder | $4,392 | $4,261+3.1% | $5,586-21.4% | $4,296+2.2% |