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 | $30,436 | $69,977-56.5% | $108,579-72.0% | $62,891-51.6% |
| Participation rate | 62.1% | 72.9%-10.8pp | 79.6%-17.5pp | 69.3%-7.2pp |
| Annual return | 9.98% | 10.73%-0.7pp | -51.70%+61.7pp | 20.14%-10.2pp |
| Employer contribution / active EE | $451 | $2,135-78.9% | $3,758-88.0% | $2,281-80.2% |
| Participant deferral / active EE | $1,820 | $3,165-42.5% | $4,311-57.8% | $3,203-43.2% |
| Admin fee / account holder | $1,709 | $5,076-66.3% | $7,645-77.6% | $4,296-60.2% |