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 | $34,284 | $90,503-62.1% | $78,689-56.4% | $273,961-87.5% |
| Participation rate | 62.5% | 76.5%-14.0pp | 73.6%-11.1pp | 83.0%-20.5pp |
| Annual return | 4.81% | 75.60%-70.8pp | 62.18%-57.4pp | 41.45%-36.6pp |
| Employer contribution / active EE | $857 | $3,176-73.0% | $2,851-69.9% | $4,869-82.4% |
| Participant deferral / active EE | $2,035 | $3,901-47.8% | $3,517-42.1% | $5,287-61.5% |
| Admin fee / account holder | $1,716 | $5,263-67.4% | $4,510-62.0% | $10,132-83.1% |