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 | $22,317 | $48,076-53.6% | $78,689-71.6% | $62,891-64.5% |
| Participation rate | 66.2% | 65.2%+1.0pp | 73.6%-7.3pp | 69.3%-3.1pp |
| Annual return | 7.68% | 31.35%-23.7pp | 62.18%-54.5pp | 20.14%-12.5pp |
| Employer contribution / active EE | $1,249 | $2,015-38.0% | $2,851-56.2% | $2,281-45.2% |
| Participant deferral / active EE | $1,128 | $2,588-56.4% | $3,517-67.9% | $3,203-64.8% |
| Admin fee / account holder | $1,360 | $3,207-57.6% | $4,510-69.8% | $4,296-68.3% |