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 | $24,953 | $54,541-54.2% | $78,778-68.3% | $70,131-64.4% |
| Participation rate | 59.3% | 60.8%-1.5pp | 69.2%-9.9pp | 69.5%-10.3pp |
| Annual return | 14.69% | 21.07%-6.4pp | 35.62%-20.9pp | 73.14%-58.4pp |
| Employer contribution / active EE | $835 | $1,089-23.3% | $1,986-57.9% | $2,342-64.3% |
| Participant deferral / active EE | $1,141 | $2,210-48.4% | $2,958-61.4% | $3,332-65.7% |
| Admin fee / account holder | $1,718 | $3,709-53.7% | $5,134-66.5% | $4,645-63.0% |