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 | $15,232 | $65,685-76.8% | $57,179-73.4% | $273,961-94.4% |
| Participation rate | 26.1% | 78.3%-52.3pp | 75.3%-49.3pp | 83.0%-56.9pp |
| Annual return | 4.26% | 21.99%-17.7pp | 14.59%-10.3pp | 41.45%-37.2pp |
| Employer contribution / active EE | $727 | $3,279-77.8% | $2,682-72.9% | $4,869-85.1% |
| Participant deferral / active EE | $2,569 | $3,782-32.1% | $3,096-17.0% | $5,287-51.4% |
| Admin fee / account holder | $5,862 | $4,835+21.3% | $3,139+86.8% | $10,132-42.1% |