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 | $11,430 | $43,327-73.6% | $59,878-80.9% | $64,186-82.2% |
| Participation rate | 57.6% | 69.2%-11.6pp | 74.7%-17.1pp | 69.6%-12.0pp |
| Annual return | 17.95% | -1.55%+19.5pp | 3.46%+14.5pp | 7.63%+10.3pp |
| Employer contribution / active EE | $3,183 | $2,028+56.9% | $2,722+16.9% | $2,381+33.7% |
| Participant deferral / active EE | $1,234 | $2,546-51.5% | $3,402-63.7% | $3,470-64.4% |
| Admin fee / account holder | $704 | $3,005-76.6% | $3,590-80.4% | $4,888-85.6% |