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 | $23,209 | $39,122-40.7% | $57,179-59.4% | $62,891-63.1% |
| Participation rate | 66.7% | 70.5%-3.8pp | 75.3%-8.7pp | 69.3%-2.6pp |
| Annual return | 9.05% | 9.23%-0.2pp | 14.59%-5.5pp | 20.14%-11.1pp |
| Employer contribution / active EE | $1,278 | $1,874-31.8% | $2,682-52.4% | $2,281-44.0% |
| Participant deferral / active EE | $1,924 | $2,374-18.9% | $3,096-37.8% | $3,203-39.9% |
| Admin fee / account holder | $1,131 | $2,592-56.3% | $3,139-64.0% | $4,296-73.7% |