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 | $18,985 | $49,177-61.4% | $79,464-76.1% | $64,186-70.4% |
| Participation rate | 55.3% | 65.0%-9.7pp | 73.3%-18.0pp | 69.6%-14.2pp |
| Annual return | 7.11% | -1.16%+8.3pp | 718.14%-711.0pp | 7.63%-0.5pp |
| Employer contribution / active EE | $336 | $2,076-83.8% | $2,800-88.0% | $2,381-85.9% |
| Participant deferral / active EE | $1,841 | $2,821-34.7% | $3,704-50.3% | $3,470-46.9% |
| Admin fee / account holder | $869 | $3,839-77.4% | $5,113-83.0% | $4,888-82.2% |