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 | $22,153 | $88,707-75.0% | $74,183-70.1% | $273,961-91.9% |
| Participation rate | 63.6% | 79.4%-15.8pp | 76.6%-13.0pp | 83.0%-19.4pp |
| Annual return | 14.60% | 11.94%+2.7pp | 17.74%-3.1pp | 41.45%-26.9pp |
| Employer contribution / active EE | $993 | $3,159-68.6% | $2,370-58.1% | $4,869-79.6% |
| Participant deferral / active EE | $2,311 | $4,212-45.1% | $3,550-34.9% | $5,287-56.3% |
| Admin fee / account holder | $1,606 | $8,717-81.6% | $5,586-71.2% | $10,132-84.1% |