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 | $32,858 | $116,167-71.7% | $64,489-49.0% | $137,256-76.1% |
| Participation rate | 69.2% | 68.2%+1.0pp | 67.7%+1.5pp | 80.0%-10.7pp |
| Annual return | 15.26% | 36.55%-21.3pp | 55.03%-39.8pp | 220.34%-205.1pp |
| Employer contribution / active EE | $939 | $2,483-62.2% | $1,523-38.3% | $4,156-77.4% |
| Participant deferral / active EE | $1,013 | $4,215-76.0% | $2,778-63.5% | $6,407-84.2% |
| Admin fee / account holder | $5,379 | $6,188-13.1% | $4,260+26.3% | $12,270-56.2% |