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 | $20,991 | $35,183-40.3% | $73,545-71.5% | $70,131-70.1% |
| Participation rate | 52.0% | 42.9%+9.1pp | 54.9%-2.9pp | 69.5%-17.5pp |
| Annual return | 18.20% | 26.90%-8.7pp | -15.16%+33.4pp | 73.14%-54.9pp |
| Employer contribution / active EE | $241 | $709-66.0% | $1,219-80.3% | $2,342-89.7% |
| Participant deferral / active EE | $964 | $1,220-20.9% | $1,806-46.6% | $3,332-71.1% |
| Admin fee / account holder | $2,257 | $2,302-2.0% | $2,320-2.7% | $4,645-51.4% |