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 | $22,894 | $103,949-78.0% | $69,182-66.9% | $273,961-91.6% |
| Participation rate | 37.5% | 67.4%-29.9pp | 55.1%-17.6pp | 83.0%-45.5pp |
| Annual return | 5.94% | 35.28%-29.3pp | -21.93%+27.9pp | 41.45%-35.5pp |
| Employer contribution / active EE | $242 | $1,783-86.4% | $1,206-80.0% | $4,869-95.0% |
| Participant deferral / active EE | $1,042 | $2,716-61.6% | $1,897-45.1% | $5,287-80.3% |
| Admin fee / account holder | $560 | $3,671-84.7% | $2,697-79.2% | $10,132-94.5% |