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 | $18,383 | $54,762-66.4% | $90,281-79.6% | $72,985-74.8% |
| Participation rate | 69.3% | 65.1%+4.2pp | 73.3%-3.9pp | 69.5%-0.2pp |
| Annual return | 20.08% | 30.63%-10.5pp | 78.10%-58.0pp | 81.00%-60.9pp |
| Employer contribution / active EE | $927 | $2,092-55.7% | $2,854-67.5% | $2,440-62.0% |
| Participant deferral / active EE | $1,577 | $2,887-45.4% | $3,885-59.4% | $3,607-56.3% |
| Admin fee / account holder | $3,000 | $3,972-24.5% | $5,351-43.9% | $5,124-41.5% |