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 | $23,100 | $56,277-59.0% | $80,975-71.5% | $62,891-63.3% |
| Participation rate | 69.0% | 69.0%+0.1pp | 75.8%-6.8pp | 69.3%-0.3pp |
| Annual return | 7.08% | 22.12%-15.0pp | 17.10%-10.0pp | 20.14%-13.1pp |
| Employer contribution / active EE | $872 | $1,943-55.1% | $3,714-76.5% | $2,281-61.8% |
| Participant deferral / active EE | $2,259 | $4,195-46.2% | $5,696-60.3% | $3,203-29.5% |
| Admin fee / account holder | $302 | $3,741-91.9% | $5,516-94.5% | $4,296-93.0% |