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 | $21,307 | $105,630-79.8% | $87,507-75.7% | $273,961-92.2% |
| Participation rate | 62.5% | 78.2%-15.7pp | 73.8%-11.3pp | 83.0%-20.5pp |
| Annual return | 3.63% | 12.25%-8.6pp | 12.21%-8.6pp | 41.45%-37.8pp |
| Employer contribution / active EE | $1,163 | $3,141-63.0% | $2,550-54.4% | $4,869-76.1% |
| Participant deferral / active EE | $1,639 | $3,601-54.5% | $3,149-48.0% | $5,287-69.0% |
| Admin fee / account holder | $13,309 | $4,781+178.4% | $4,221+215.3% | $10,132+31.4% |