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 | $15,659 | $60,022-73.9% | $88,946-82.4% | $84,808-81.5% |
| Participation rate | 55.2% | 57.8%-2.7pp | 68.8%-13.7pp | 68.3%-13.1pp |
| Annual return | 16.65% | 22.43%-5.8pp | 57.82%-41.2pp | 40.90%-24.2pp |
| Employer contribution / active EE | $1,368 | $1,703-19.6% | $2,555-46.4% | $2,631-48.0% |
| Participant deferral / active EE | $2,747 | $3,114-11.8% | $4,581-40.0% | $4,212-34.8% |
| Admin fee / account holder | $2,623 | $4,811-45.5% | $8,261-68.2% | $7,344-64.3% |