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 | $20,020 | $54,762-63.4% | $90,281-77.8% | $72,985-72.6% |
| Participation rate | 37.5% | 65.1%-27.6pp | 73.3%-35.8pp | 69.5%-32.0pp |
| Annual return | 21.47% | 30.63%-9.2pp | 78.10%-56.6pp | 81.00%-59.5pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,134 | $2,887-60.7% | $3,885-70.8% | $3,607-68.6% |
| Admin fee / account holder | $759 | $3,972-80.9% | $5,351-85.8% | $5,124-85.2% |