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 | $21,333 | $48,046-55.6% | $84,611-74.8% | $72,985-70.8% |
| Participation rate | 60.4% | 57.6%+2.8pp | 68.2%-7.8pp | 69.5%-9.1pp |
| Annual return | 19.65% | 37.38%-17.7pp | 258.74%-239.1pp | 81.00%-61.3pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,652-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,898 | $2,680-29.2% | $3,899-51.3% | $3,607-47.4% |
| Admin fee / account holder | $706 | $3,395-79.2% | $4,912-85.6% | $5,124-86.2% |