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 | $16,021 | $45,035-64.4% | $62,995-74.6% | $70,131-77.2% |
| Participation rate | 50.5% | 69.5%-19.0pp | 74.8%-24.3pp | 69.5%-19.0pp |
| Annual return | 21.84% | 18.76%+3.1pp | 87.57%-65.7pp | 73.14%-51.3pp |
| Employer contribution / active EE | $1,116 | $2,051-45.6% | $2,759-59.6% | $2,342-52.4% |
| Participant deferral / active EE | $2,118 | $2,465-14.1% | $3,329-36.4% | $3,332-36.4% |
| Admin fee / account holder | $1,747 | $2,834-38.4% | $3,600-51.5% | $4,645-62.4% |