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 | $25,566 | $57,354-55.4% | $83,848-69.5% | $64,186-60.2% |
| Participation rate | 57.1% | 68.6%-11.5pp | 76.1%-19.0pp | 69.6%-12.4pp |
| Annual return | 11.59% | 11.38%+0.2pp | 850.88%-839.3pp | 7.63%+4.0pp |
| Employer contribution / active EE | $788 | $2,545-69.0% | $3,631-78.3% | $2,381-66.9% |
| Participant deferral / active EE | $2,318 | $2,993-22.5% | $4,082-43.2% | $3,470-33.2% |
| Admin fee / account holder | $722 | $4,046-82.1% | $5,478-86.8% | $4,888-85.2% |