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 | $27,204 | $103,949-73.8% | $69,182-60.7% | $273,961-90.1% |
| Participation rate | 50.0% | 67.4%-17.4pp | 55.1%-5.1pp | 83.0%-33.0pp |
| Annual return | 2.54% | 35.28%-32.7pp | -21.93%+24.5pp | 41.45%-38.9pp |
| Employer contribution / active EE | $1,381 | $1,783-22.5% | $1,206+14.5% | $4,869-71.6% |
| Participant deferral / active EE | $1,793 | $2,716-34.0% | $1,897-5.5% | $5,287-66.1% |
| Admin fee / account holder | $1,440 | $3,671-60.8% | $2,697-46.6% | $10,132-85.8% |