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 | $21,562 | $127,065-83.0% | $113,168-80.9% | $142,382-84.9% |
| Participation rate | 66.7% | 79.2%-12.5pp | 76.6%-9.9pp | 80.1%-13.5pp |
| Annual return | 14.52% | 24.03%-9.5pp | 24.27%-9.8pp | 217.08%-202.6pp |
| Employer contribution / active EE | $864 | $3,442-74.9% | $2,975-71.0% | $4,299-79.9% |
| Participant deferral / active EE | $2,044 | $5,716-64.3% | $5,107-60.0% | $6,507-68.6% |
| Admin fee / account holder | $711 | $15,736-95.5% | $12,068-94.1% | $12,624-94.4% |