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 | $25,447 | $91,190-72.1% | $178,490-85.7% | $79,858-68.1% |
| Participation rate | 58.3% | 69.2%-10.9pp | 81.9%-23.6pp | 69.6%-11.3pp |
| Annual return | 15.33% | 24.19%-8.9pp | 151.07%-135.7pp | 31.71%-16.4pp |
| Employer contribution / active EE | $698 | $3,256-78.6% | $5,011-86.1% | $2,471-71.7% |
| Participant deferral / active EE | $1,186 | $3,236-63.3% | $5,202-77.2% | $3,740-68.3% |
| Admin fee / account holder | $3,407 | $6,751-49.5% | $13,984-75.6% | $5,306-35.8% |