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 | $18,180 | $91,190-80.1% | $178,490-89.8% | $79,858-77.2% |
| Participation rate | 60.3% | 69.2%-8.9pp | 81.9%-21.6pp | 69.6%-9.3pp |
| Annual return | 10.37% | 24.19%-13.8pp | 151.07%-140.7pp | 31.71%-21.3pp |
| Employer contribution / active EE | $631 | $3,256-80.6% | $5,011-87.4% | $2,471-74.5% |
| Participant deferral / active EE | $2,906 | $3,236-10.2% | $5,202-44.1% | $3,740-22.3% |
| Admin fee / account holder | $3,922 | $6,751-41.9% | $13,984-72.0% | $5,306-26.1% |