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 | $19,073 | $72,012-73.5% | $185,823-89.7% | $79,858-76.1% |
| Participation rate | 69.1% | 65.8%+3.3pp | 78.0%-8.9pp | 69.6%-0.5pp |
| Annual return | 15.31% | 23.12%-7.8pp | 35.95%-20.6pp | 31.71%-16.4pp |
| Employer contribution / active EE | $1,901 | $1,965-3.3% | $4,087-53.5% | $2,471-23.1% |
| Participant deferral / active EE | $2,391 | $3,779-36.7% | $5,632-57.5% | $3,740-36.1% |
| Admin fee / account holder | $651 | $4,513-85.6% | $9,500-93.1% | $5,306-87.7% |