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 | $12,260 | $49,915-75.4% | $154,803-92.1% | $74,304-83.5% |
| Participation rate | 55.3% | 54.0%+1.4pp | 78.1%-22.7pp | 60.3%-5.0pp |
| Annual return | 14.37% | 34.06%-19.7pp | 58.88%-44.5pp | 29.43%-15.1pp |
| Employer contribution / active EE | $679 | $1,611-57.9% | $4,305-84.2% | $2,241-69.7% |
| Participant deferral / active EE | $1,272 | $2,255-43.6% | $5,540-77.0% | $3,767-66.2% |
| Admin fee / account holder | $611 | $2,189-72.1% | $14,329-95.7% | $2,969-79.4% |