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 | $23,196 | $35,183-34.1% | $73,545-68.5% | $70,131-66.9% |
| Participation rate | 53.8% | 42.9%+10.9pp | 54.9%-1.1pp | 69.5%-15.7pp |
| Annual return | 19.87% | 26.90%-7.0pp | -15.16%+35.0pp | 73.14%-53.3pp |
| Employer contribution / active EE | $669 | $709-5.6% | $1,219-45.1% | $2,342-71.4% |
| Participant deferral / active EE | $2,259 | $1,220+85.2% | $1,806+25.1% | $3,332-32.2% |
| Admin fee / account holder | $629 | $2,302-72.7% | $2,320-72.9% | $4,645-86.5% |