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 | $28,621 | $69,977-59.1% | $108,579-73.6% | $62,891-54.5% |
| Participation rate | 65.9% | 72.9%-7.0pp | 79.6%-13.6pp | 69.3%-3.4pp |
| Annual return | 8.27% | 10.73%-2.5pp | -51.70%+60.0pp | 20.14%-11.9pp |
| Employer contribution / active EE | $834 | $2,135-60.9% | $3,758-77.8% | $2,281-63.4% |
| Participant deferral / active EE | $2,337 | $3,165-26.2% | $4,311-45.8% | $3,203-27.0% |
| Admin fee / account holder | $2,202 | $5,076-56.6% | $7,645-71.2% | $4,296-48.7% |