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 | $20,810 | $45,035-53.8% | $62,995-67.0% | $70,131-70.3% |
| Participation rate | 62.5% | 69.5%-7.0pp | 74.8%-12.3pp | 69.5%-7.0pp |
| Annual return | 22.34% | 18.76%+3.6pp | 87.57%-65.2pp | 73.14%-50.8pp |
| Employer contribution / active EE | $923 | $2,051-55.0% | $2,759-66.5% | $2,342-60.6% |
| Participant deferral / active EE | $2,640 | $2,465+7.1% | $3,329-20.7% | $3,332-20.8% |
| Admin fee / account holder | $1,154 | $2,834-59.3% | $3,600-68.0% | $4,645-75.2% |