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 | $23,189 | $76,000-69.5% | $154,107-85.0% | $64,186-63.9% |
| Participation rate | 63.6% | 70.4%-6.8pp | 83.0%-19.4pp | 69.6%-5.9pp |
| Annual return | 11.40% | 30.32%-18.9pp | 735.12%-723.7pp | 7.63%+3.8pp |
| Employer contribution / active EE | $2,011 | $3,351-40.0% | $5,298-62.0% | $2,381-15.5% |
| Participant deferral / active EE | $3,760 | $3,175+18.4% | $5,081-26.0% | $3,470+8.4% |
| Admin fee / account holder | $499 | $5,596-91.1% | $13,411-96.3% | $4,888-89.8% |