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 | $17,138 | $53,018-67.7% | $70,014-75.5% | $62,891-72.7% |
| Participation rate | 66.7% | 67.2%-0.5pp | 71.8%-5.1pp | 69.3%-2.6pp |
| Annual return | 9.75% | 13.35%-3.6pp | 12.99%-3.2pp | 20.14%-10.4pp |
| Employer contribution / active EE | $2,297 | $1,799+27.7% | $2,338-1.8% | $2,281+0.7% |
| Participant deferral / active EE | $1,231 | $2,395-48.6% | $2,931-58.0% | $3,203-61.6% |
| Admin fee / account holder | $333 | $3,690-91.0% | $4,380-92.4% | $4,296-92.3% |