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 | $20,660 | $39,122-47.2% | $57,179-63.9% | $62,891-67.1% |
| Participation rate | 21.5% | 70.5%-49.0pp | 75.3%-53.8pp | 69.3%-47.8pp |
| Annual return | 20.20% | 9.23%+11.0pp | 14.59%+5.6pp | 20.14%+0.1pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,682-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,171 | $2,374-8.5% | $3,096-29.9% | $3,203-32.2% |
| Admin fee / account holder | $1,877 | $2,592-27.6% | $3,139-40.2% | $4,296-56.3% |