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 | $41,412 | $93,346-55.6% | $71,796-42.3% | $273,961-84.9% |
| Participation rate | 66.7% | 76.5%-9.9pp | 69.1%-2.4pp | 83.0%-16.3pp |
| Annual return | 4.94% | 130.39%-125.5pp | 78.04%-73.1pp | 41.45%-36.5pp |
| Employer contribution / active EE | $955 | $2,733-65.1% | $1,924-50.4% | $4,869-80.4% |
| Participant deferral / active EE | $3,487 | $3,475+0.4% | $2,794+24.8% | $5,287-34.0% |
| Admin fee / account holder | $382 | $6,571-94.2% | $4,815-92.1% | $10,132-96.2% |