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 | $14,209 | $106,515-86.7% | $96,683-85.3% | $139,434-89.8% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 12.56% | 38.43%-25.9pp | 35.69%-23.1pp | 372.94%-360.4pp |
| Employer contribution / active EE | $1,049 | $4,103-74.4% | $3,737-71.9% | $4,751-77.9% |
| Participant deferral / active EE | $2,216 | $5,454-59.4% | $4,878-54.6% | $6,710-67.0% |
| Admin fee / account holder | $12,969 | $7,877+64.6% | $6,730+92.7% | $11,403+13.7% |