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 | $30,739 | $70,475-56.4% | $100,516-69.4% | $79,858-61.5% |
| Participation rate | 61.8% | 73.7%-11.9pp | 79.4%-17.6pp | 69.6%-7.9pp |
| Annual return | 17.43% | 21.90%-4.5pp | 30.89%-13.5pp | 31.71%-14.3pp |
| Employer contribution / active EE | $1,383 | $2,165-36.1% | $3,418-59.5% | $2,471-44.0% |
| Participant deferral / active EE | $0 | $5,181-100.0% | $6,270-100.0% | $3,740-100.0% |
| Admin fee / account holder | $378 | $4,478-91.6% | $8,081-95.3% | $5,306-92.9% |