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 | $19,600 | $53,018-63.0% | $70,014-72.0% | $62,891-68.8% |
| Participation rate | 68.8% | 67.2%+1.5pp | 71.8%-3.1pp | 69.3%-0.6pp |
| Annual return | 5.52% | 13.35%-7.8pp | 12.99%-7.5pp | 20.14%-14.6pp |
| Employer contribution / active EE | $1,166 | $1,799-35.2% | $2,338-50.1% | $2,281-48.9% |
| Participant deferral / active EE | $1,906 | $2,395-20.4% | $2,931-35.0% | $3,203-40.5% |
| Admin fee / account holder | $499 | $3,690-86.5% | $4,380-88.6% | $4,296-88.4% |