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 | $19,945 | $63,764-68.7% | $81,930-75.7% | $79,858-75.0% |
| Participation rate | 62.5% | 67.5%-5.0pp | 72.0%-9.5pp | 69.6%-7.1pp |
| Annual return | 30.52% | 22.66%+7.9pp | 29.49%+1.0pp | 31.71%-1.2pp |
| Employer contribution / active EE | $1,648 | $1,795-8.2% | $4,310-61.8% | $2,471-33.3% |
| Participant deferral / active EE | $2,997 | $2,780+7.8% | $7,107-57.8% | $3,740-19.9% |
| Admin fee / account holder | $491 | $4,426-88.9% | $5,158-90.5% | $5,306-90.8% |