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 | $21,163 | $47,848-55.8% | $81,478-74.0% | $70,131-69.8% |
| Participation rate | 60.5% | 58.3%+2.3pp | 68.0%-7.4pp | 69.5%-9.0pp |
| Annual return | 13.99% | 27.25%-13.3pp | 38.78%-24.8pp | 73.14%-59.2pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,582 | $2,453-35.5% | $3,537-55.3% | $3,332-52.5% |
| Admin fee / account holder | $3,737 | $3,145+18.8% | $4,561-18.1% | $4,645-19.6% |