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 | $19,618 | $91,190-78.5% | $178,490-89.0% | $79,858-75.4% |
| Participation rate | 67.4% | 69.2%-1.8pp | 81.9%-14.5pp | 69.6%-2.2pp |
| Annual return | 14.76% | 24.19%-9.4pp | 151.07%-136.3pp | 31.71%-17.0pp |
| Employer contribution / active EE | $1,730 | $3,256-46.9% | $5,011-65.5% | $2,471-30.0% |
| Participant deferral / active EE | $2,993 | $3,236-7.5% | $5,202-42.5% | $3,740-20.0% |
| Admin fee / account holder | $2,004 | $6,751-70.3% | $13,984-85.7% | $5,306-62.2% |