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 | $18,795 | $45,152-58.4% | $73,843-74.5% | $59,632-68.5% |
| Participation rate | 69.0% | 64.0%+5.0pp | 73.4%-4.4pp | 68.7%+0.4pp |
| Annual return | 1.56% | 27.40%-25.8pp | 2267.84%-2266.3pp | 2041.28%-2039.7pp |
| Employer contribution / active EE | $2,190 | $1,902+15.1% | $2,787-21.5% | $2,203-0.6% |
| Participant deferral / active EE | $3,380 | $2,574+31.3% | $3,583-5.7% | $3,192+5.9% |
| Admin fee / account holder | $355 | $3,516-89.9% | $4,880-92.7% | $4,297-91.7% |