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 | $28,336 | $58,577-51.6% | $83,333-66.0% | $64,186-55.9% |
| Participation rate | 57.4% | 72.0%-14.6pp | 77.8%-20.3pp | 69.6%-12.1pp |
| Annual return | 8.78% | 9.65%-0.9pp | 10.63%-1.9pp | 7.63%+1.2pp |
| Employer contribution / active EE | $295 | $2,098-85.9% | $3,379-91.3% | $2,381-87.6% |
| Participant deferral / active EE | $6,179 | $4,654+32.8% | $5,565+11.0% | $3,470+78.1% |
| Admin fee / account holder | $1,333 | $9,275-85.6% | $7,510-82.2% | $4,888-72.7% |