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 | $50,999 | $71,050-28.2% | $93,606-45.5% | $80,856-36.9% |
| Participation rate | 40.4% | 60.4%-20.0pp | 68.7%-28.3pp | 67.6%-27.3pp |
| Annual return | 13.01% | 11.26%+1.8pp | 133.20%-120.2pp | 35.59%-22.6pp |
| Employer contribution / active EE | $468 | $1,564-70.1% | $2,420-80.7% | $2,755-83.0% |
| Participant deferral / active EE | $2,617 | $4,034-35.1% | $4,411-40.7% | $4,296-39.1% |
| Admin fee / account holder | $1,742 | $6,945-74.9% | $8,285-79.0% | $6,918-74.8% |