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 | $19,558 | $54,762-64.3% | $90,281-78.3% | $72,985-73.2% |
| Participation rate | 58.6% | 65.1%-6.5pp | 73.3%-14.6pp | 69.5%-10.9pp |
| Annual return | 58.70% | 30.63%+28.1pp | 78.10%-19.4pp | 81.00%-22.3pp |
| Employer contribution / active EE | $1,327 | $2,092-36.6% | $2,854-53.5% | $2,440-45.6% |
| Participant deferral / active EE | $1,673 | $2,887-42.1% | $3,885-57.0% | $3,607-53.6% |
| Admin fee / account holder | $848 | $3,972-78.6% | $5,351-84.1% | $5,124-83.4% |