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 | $19,787 | $64,839-69.5% | $95,585-79.3% | $84,808-76.7% |
| Participation rate | 58.3% | 63.8%-5.5pp | 72.1%-13.7pp | 68.3%-10.0pp |
| Annual return | 15.26% | -670.96%+686.2pp | 38.56%-23.3pp | 40.90%-25.6pp |
| Employer contribution / active EE | $818 | $1,759-53.5% | $2,527-67.6% | $2,631-68.9% |
| Participant deferral / active EE | $2,318 | $2,965-21.8% | $4,023-42.4% | $4,212-45.0% |
| Admin fee / account holder | $334 | $5,964-94.4% | $6,127-94.6% | $7,344-95.5% |