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 | $24,296 | $54,541-55.5% | $78,778-69.2% | $70,131-65.4% |
| Participation rate | 61.3% | 60.8%+0.5pp | 69.2%-7.9pp | 69.5%-8.3pp |
| Annual return | 14.25% | 21.07%-6.8pp | 35.62%-21.4pp | 73.14%-58.9pp |
| Employer contribution / active EE | $1,164 | $1,089+7.0% | $1,986-41.4% | $2,342-50.3% |
| Participant deferral / active EE | $0 | $2,210-100.0% | $2,958-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,038 | $3,709-72.0% | $5,134-79.8% | $4,645-77.6% |