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 | $15,966 | $45,073-64.6% | $69,455-77.0% | $72,985-78.1% |
| Participation rate | 50.0% | 68.5%-18.5pp | 74.6%-24.6pp | 69.5%-19.5pp |
| Annual return | 10.27% | 22.65%-12.4pp | 28.97%-18.7pp | 81.00%-70.7pp |
| Employer contribution / active EE | $2,716 | $2,054+32.2% | $2,779-2.3% | $2,440+11.3% |
| Participant deferral / active EE | $1,095 | $2,602-57.9% | $3,535-69.0% | $3,607-69.6% |
| Admin fee / account holder | $2,709 | $3,056-11.3% | $3,839-29.4% | $5,124-47.1% |