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 | $65,859 | $78,422-16.0% | $95,952-31.4% | $79,858-17.5% |
| Participation rate | 64.9% | 73.5%-8.6pp | 77.1%-12.2pp | 69.6%-4.8pp |
| Annual return | 13.37% | 19.37%-6.0pp | 91.61%-78.2pp | 31.71%-18.3pp |
| Employer contribution / active EE | $910 | $1,945-53.2% | $2,541-64.2% | $2,471-63.2% |
| Participant deferral / active EE | $2,775 | $3,440-19.3% | $4,167-33.4% | $3,740-25.8% |
| Admin fee / account holder | $1,577 | $5,622-72.0% | $6,795-76.8% | $5,306-70.3% |