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 | $20,400 | $91,190-77.6% | $178,490-88.6% | $79,858-74.5% |
| Participation rate | 67.5% | 69.2%-1.7pp | 81.9%-14.4pp | 69.6%-2.1pp |
| Annual return | 22.83% | 24.19%-1.4pp | 151.07%-128.2pp | 31.71%-8.9pp |
| Employer contribution / active EE | $1,249 | $3,256-61.7% | $5,011-75.1% | $2,471-49.5% |
| Participant deferral / active EE | $1,075 | $3,236-66.8% | $5,202-79.3% | $3,740-71.2% |
| Admin fee / account holder | $2,248 | $6,751-66.7% | $13,984-83.9% | $5,306-57.6% |