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 | $19,406 | $63,346-69.4% | $92,233-79.0% | $70,131-72.3% |
| Participation rate | 69.2% | 68.7%+0.6pp | 76.5%-7.2pp | 69.5%-0.3pp |
| Annual return | 16.23% | 530.12%-513.9pp | 176.28%-160.1pp | 73.14%-56.9pp |
| Employer contribution / active EE | $1,134 | $2,471-54.1% | $3,679-69.2% | $2,342-51.6% |
| Participant deferral / active EE | $1,647 | $2,854-42.3% | $3,897-57.7% | $3,332-50.6% |
| Admin fee / account holder | $6,549 | $3,840+70.5% | $5,194+26.1% | $4,645+41.0% |