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 | $12,413 | $60,892-79.6% | $82,389-84.9% | $84,808-85.4% |
| Participation rate | 63.6% | 63.3%+0.4pp | 69.5%-5.9pp | 68.3%-4.7pp |
| Annual return | 17.57% | 37.29%-19.7pp | 28.67%-11.1pp | 40.90%-23.3pp |
| Employer contribution / active EE | $1,597 | $1,779-10.2% | $2,517-36.6% | $2,631-39.3% |
| Participant deferral / active EE | $1,884 | $3,179-40.7% | $4,155-54.6% | $4,212-55.3% |
| Admin fee / account holder | $1,147 | $5,467-79.0% | $7,231-84.1% | $7,344-84.4% |