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 | $24,293 | $49,177-50.6% | $79,464-69.4% | $64,186-62.2% |
| Participation rate | 59.3% | 65.0%-5.7pp | 73.3%-14.0pp | 69.6%-10.2pp |
| Annual return | 9.18% | -1.16%+10.3pp | 718.14%-709.0pp | 7.63%+1.5pp |
| Employer contribution / active EE | $295 | $2,076-85.8% | $2,800-89.5% | $2,381-87.6% |
| Participant deferral / active EE | $1,028 | $2,821-63.6% | $3,704-72.2% | $3,470-70.4% |
| Admin fee / account holder | $786 | $3,839-79.5% | $5,113-84.6% | $4,888-83.9% |