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 | $26,367 | $58,879-55.2% | $178,490-85.2% | $73,488-64.1% |
| Participation rate | 58.6% | 66.2%-7.6pp | 81.9%-23.3pp | 70.7%-12.1pp |
| Annual return | 27.90% | 24.86%+3.0pp | 151.07%-123.2pp | 28.51%-0.6pp |
| Employer contribution / active EE | $662 | $2,236-70.4% | $5,011-86.8% | $2,270-70.8% |
| Participant deferral / active EE | $1,776 | $2,567-30.8% | $5,202-65.9% | $3,740-52.5% |
| Admin fee / account holder | $643 | $400+60.7% | $13,984-95.4% | $513+25.4% |