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 | $29,564 | $95,193-68.9% | $76,523-61.4% | $135,375-78.2% |
| Participation rate | 18.2% | 74.4%-56.2pp | 68.0%-49.8pp | 82.6%-64.5pp |
| Annual return | 5.05% | 4.85%+0.2pp | -0.27%+5.3pp | 519.73%-514.7pp |
| Employer contribution / active EE | $1,740 | $3,302-47.3% | $2,647-34.3% | $4,779-63.6% |
| Participant deferral / active EE | $2,170 | $4,639-53.2% | $3,835-43.4% | $5,609-61.3% |
| Admin fee / account holder | $9,101 | $6,249+45.7% | $4,848+87.7% | $10,827-15.9% |