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 | $20,055 | $93,071-78.5% | $74,583-73.1% | $273,961-92.7% |
| Participation rate | 33.3% | 74.9%-41.6pp | 68.1%-34.8pp | 83.0%-49.7pp |
| Annual return | 4.70% | 26.18%-21.5pp | 20.47%-15.8pp | 41.45%-36.7pp |
| Employer contribution / active EE | $123 | $3,160-96.1% | $2,525-95.1% | $4,869-97.5% |
| Participant deferral / active EE | $613 | $4,160-85.3% | $3,458-82.3% | $5,287-88.4% |
| Admin fee / account holder | $21,329 | $5,272+304.5% | $4,138+415.5% | $10,132+110.5% |