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 | $23,500 | $93,071-74.8% | $74,583-68.5% | $273,961-91.4% |
| Participation rate | 34.8% | 74.9%-40.2pp | 68.1%-33.3pp | 83.0%-48.2pp |
| Annual return | 6.46% | 26.18%-19.7pp | 20.47%-14.0pp | 41.45%-35.0pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,525-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,129 | $4,160-72.9% | $3,458-67.3% | $5,287-78.6% |
| Admin fee / account holder | $1,525 | $5,272-71.1% | $4,138-63.2% | $10,132-85.0% |