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 | $19,501 | $103,949-81.2% | $69,182-71.8% | $273,961-92.9% |
| Participation rate | 30.4% | 67.4%-36.9pp | 55.1%-24.7pp | 83.0%-52.6pp |
| Annual return | 10.57% | 35.28%-24.7pp | -21.93%+32.5pp | 41.45%-30.9pp |
| Employer contribution / active EE | $523 | $1,783-70.7% | $1,206-56.7% | $4,869-89.3% |
| Participant deferral / active EE | $624 | $2,716-77.0% | $1,897-67.1% | $5,287-88.2% |
| Admin fee / account holder | $559 | $3,671-84.8% | $2,697-79.3% | $10,132-94.5% |