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 | $17,176 | $49,177-65.1% | $79,464-78.4% | $64,186-73.2% |
| Participation rate | 48.6% | 65.0%-16.4pp | 73.3%-24.7pp | 69.6%-20.9pp |
| Annual return | 10.84% | -1.16%+12.0pp | 718.14%-707.3pp | 7.63%+3.2pp |
| Employer contribution / active EE | $1,737 | $2,076-16.3% | $2,800-38.0% | $2,381-27.0% |
| Participant deferral / active EE | $2,596 | $2,821-8.0% | $3,704-29.9% | $3,470-25.2% |
| Admin fee / account holder | $1,146 | $3,839-70.2% | $5,113-77.6% | $4,888-76.6% |