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 | $29,000 | $80,717-64.1% | $154,803-81.3% | $84,808-65.8% |
| Participation rate | 68.3% | 66.8%+1.5pp | 78.1%-9.8pp | 68.3%0pp |
| Annual return | 16.01% | 37.96%-21.9pp | 58.88%-42.9pp | 40.90%-24.9pp |
| Employer contribution / active EE | $1,276 | $2,761-53.8% | $4,305-70.4% | $2,631-51.5% |
| Participant deferral / active EE | $2,585 | $3,303-21.8% | $5,540-53.4% | $4,212-38.6% |
| Admin fee / account holder | $2,801 | $6,746-58.5% | $14,329-80.5% | $7,344-61.9% |