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 | $24,930 | $35,183-29.1% | $73,545-66.1% | $70,131-64.5% |
| Participation rate | 61.1% | 42.9%+18.2pp | 54.9%+6.2pp | 69.5%-8.4pp |
| Annual return | 15.56% | 26.90%-11.3pp | -15.16%+30.7pp | 73.14%-57.6pp |
| Employer contribution / active EE | $1,451 | $709+104.8% | $1,219+19.0% | $2,342-38.1% |
| Participant deferral / active EE | $2,137 | $1,220+75.2% | $1,806+18.4% | $3,332-35.8% |
| Admin fee / account holder | $976 | $2,302-57.6% | $2,320-57.9% | $4,645-79.0% |