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 | $22,418 | $74,927-70.1% | $101,794-78.0% | $84,808-73.6% |
| Participation rate | 57.8% | 61.4%-3.6pp | 69.2%-11.4pp | 68.3%-10.5pp |
| Annual return | 18.51% | 18.70%-0.2pp | 30.53%-12.0pp | 40.90%-22.4pp |
| Employer contribution / active EE | $1,005 | $1,522-34.0% | $2,289-56.1% | $2,631-61.8% |
| Participant deferral / active EE | $1,675 | $3,099-45.9% | $4,084-59.0% | $4,212-60.2% |
| Admin fee / account holder | $908 | $6,514-86.1% | $8,777-89.7% | $7,344-87.6% |