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 | $36,200 | $78,422-53.8% | $95,952-62.3% | $79,858-54.7% |
| Participation rate | 68.4% | 73.5%-5.1pp | 77.1%-8.7pp | 69.6%-1.2pp |
| Annual return | 14.51% | 19.37%-4.9pp | 91.61%-77.1pp | 31.71%-17.2pp |
| Employer contribution / active EE | $906 | $1,945-53.4% | $2,541-64.3% | $2,471-63.3% |
| Participant deferral / active EE | $2,078 | $3,440-39.6% | $4,167-50.1% | $3,740-44.4% |
| Admin fee / account holder | $2,451 | $5,622-56.4% | $6,795-63.9% | $5,306-53.8% |