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 | $24,394 | $77,634-68.6% | $156,549-84.4% | $62,891-61.2% |
| Participation rate | 58.7% | 71.2%-12.5pp | 84.0%-25.3pp | 69.3%-10.6pp |
| Annual return | 6.04% | 50.32%-44.3pp | 32.23%-26.2pp | 20.14%-14.1pp |
| Employer contribution / active EE | $567 | $3,444-83.5% | $5,501-89.7% | $2,281-75.1% |
| Participant deferral / active EE | $1,779 | $3,045-41.6% | $4,871-63.5% | $3,203-44.5% |
| Admin fee / account holder | $733 | $5,561-86.8% | $13,027-94.4% | $4,296-82.9% |