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 | $19,039 | $63,861-70.2% | $104,607-81.8% | $79,858-76.2% |
| Participation rate | 61.4% | 64.9%-3.6pp | 74.1%-12.7pp | 69.6%-8.3pp |
| Annual return | 16.75% | 21.30%-4.6pp | 340.46%-323.7pp | 31.71%-15.0pp |
| Employer contribution / active EE | $889 | $1,588-44.0% | $2,681-66.8% | $2,471-64.0% |
| Participant deferral / active EE | $2,068 | $2,693-23.2% | $3,740-44.7% | $3,740-44.7% |
| Admin fee / account holder | $1,096 | $4,185-73.8% | $6,473-83.1% | $5,306-79.3% |