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 | $23,952 | $93,346-74.3% | $71,796-66.6% | $273,961-91.3% |
| Participation rate | 61.1% | 76.5%-15.4pp | 69.1%-8.0pp | 83.0%-21.9pp |
| Annual return | 1.93% | 130.39%-128.5pp | 78.04%-76.1pp | 41.45%-39.5pp |
| Employer contribution / active EE | $862 | $2,733-68.5% | $1,924-55.2% | $4,869-82.3% |
| Participant deferral / active EE | $2,486 | $3,475-28.5% | $2,794-11.0% | $5,287-53.0% |
| Admin fee / account holder | $10,533 | $6,571+60.3% | $4,815+118.8% | $10,132+4.0% |