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 | $14,392 | $45,035-68.0% | $62,995-77.2% | $70,131-79.5% |
| Participation rate | 50.0% | 69.5%-19.5pp | 74.8%-24.8pp | 69.5%-19.5pp |
| Annual return | 15.27% | 18.76%-3.5pp | 87.57%-72.3pp | 73.14%-57.9pp |
| Employer contribution / active EE | $699 | $2,051-65.9% | $2,759-74.7% | $2,342-70.1% |
| Participant deferral / active EE | $1,591 | $2,465-35.4% | $3,329-52.2% | $3,332-52.2% |
| Admin fee / account holder | $985 | $2,834-65.2% | $3,600-72.6% | $4,645-78.8% |