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 | $19,769 | $48,364-59.1% | $71,796-72.5% | $62,891-68.6% |
| Participation rate | 42.9% | 60.6%-17.8pp | 69.1%-26.3pp | 69.3%-26.4pp |
| Annual return | 10.86% | 13.16%-2.3pp | 78.04%-67.2pp | 20.14%-9.3pp |
| Employer contribution / active EE | $1,529 | $1,042+46.7% | $1,924-20.6% | $2,281-33.0% |
| Participant deferral / active EE | $2,595 | $2,091+24.1% | $2,794-7.1% | $3,203-19.0% |
| Admin fee / account holder | $505 | $3,771-86.6% | $4,815-89.5% | $4,296-88.2% |