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 | $28,103 | $153,311-81.7% | $109,313-74.3% | $273,961-89.7% |
| Participation rate | 53.8% | 80.1%-26.2pp | 71.3%-17.4pp | 83.0%-29.2pp |
| Annual return | 13.83% | 29.86%-16.0pp | 22.07%-8.2pp | 41.45%-27.6pp |
| Employer contribution / active EE | $841 | $5,619-85.0% | $3,892-78.4% | $4,869-82.7% |
| Participant deferral / active EE | $3,231 | $3,932-17.8% | $3,166+2.0% | $5,287-38.9% |
| Admin fee / account holder | $7,489 | $8,076-7.3% | $5,666+32.2% | $10,132-26.1% |