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 | $20,504 | $45,035-54.5% | $62,995-67.5% | $70,131-70.8% |
| Participation rate | 64.0% | 69.5%-5.5pp | 74.8%-10.8pp | 69.5%-5.5pp |
| Annual return | 27.44% | 18.76%+8.7pp | 87.57%-60.1pp | 73.14%-45.7pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $6,434 | $2,465+161.1% | $3,329+93.3% | $3,332+93.1% |
| Admin fee / account holder | $3,154 | $2,834+11.3% | $3,600-12.4% | $4,645-32.1% |