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 | $33,608 | $78,422-57.1% | $95,952-65.0% | $79,858-57.9% |
| Participation rate | 55.4% | 73.5%-18.1pp | 77.1%-21.7pp | 69.6%-14.2pp |
| Annual return | 15.83% | 19.37%-3.5pp | 91.61%-75.8pp | 31.71%-15.9pp |
| Employer contribution / active EE | $1,417 | $1,945-27.1% | $2,541-44.2% | $2,471-42.6% |
| Participant deferral / active EE | $2,411 | $3,440-29.9% | $4,167-42.1% | $3,740-35.5% |
| Admin fee / account holder | $401 | $5,622-92.9% | $6,795-94.1% | $5,306-92.4% |