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 | $22,871 | $32,037-28.6% | $69,182-66.9% | $62,891-63.6% |
| Participation rate | 68.6% | 43.4%+25.2pp | 55.1%+13.5pp | 69.3%-0.7pp |
| Annual return | 7.91% | 15.16%-7.3pp | -21.93%+29.8pp | 20.14%-12.2pp |
| Employer contribution / active EE | $1,141 | $679+68.0% | $1,206-5.4% | $2,281-50.0% |
| Participant deferral / active EE | $1,786 | $1,185+50.7% | $1,897-5.9% | $3,203-44.2% |
| Admin fee / account holder | $1,023 | $2,608-60.8% | $2,697-62.1% | $4,296-76.2% |