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 | $26,267 | $81,248-67.7% | $155,509-83.1% | $80,856-67.5% |
| Participation rate | 62.8% | 66.2%-3.4pp | 78.2%-15.4pp | 67.6%-4.8pp |
| Annual return | 10.86% | 33.31%-22.4pp | 64.67%-53.8pp | 35.59%-24.7pp |
| Employer contribution / active EE | $856 | $3,100-72.4% | $4,672-81.7% | $2,755-68.9% |
| Participant deferral / active EE | $2,234 | $3,452-35.3% | $5,626-60.3% | $4,296-48.0% |
| Admin fee / account holder | $2,024 | $7,997-74.7% | $15,912-87.3% | $6,918-70.7% |