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 | $26,672 | $77,634-65.6% | $156,549-83.0% | $62,891-57.6% |
| Participation rate | 66.0% | 71.2%-5.2pp | 84.0%-18.1pp | 69.3%-3.3pp |
| Annual return | 10.86% | 50.32%-39.5pp | 32.23%-21.4pp | 20.14%-9.3pp |
| Employer contribution / active EE | $695 | $3,444-79.8% | $5,501-87.4% | $2,281-69.5% |
| Participant deferral / active EE | $1,850 | $3,045-39.3% | $4,871-62.0% | $3,203-42.2% |
| Admin fee / account holder | $4,616 | $5,561-17.0% | $13,027-64.6% | $4,296+7.5% |