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 | $23,986 | $93,071-74.2% | $74,583-67.8% | $273,961-91.2% |
| Participation rate | 62.5% | 74.9%-12.4pp | 68.1%-5.6pp | 83.0%-20.5pp |
| Annual return | 0.00% | 26.18%-26.2pp | 20.47%-20.5pp | 41.45%-41.5pp |
| Employer contribution / active EE | $9,944 | $3,160+214.7% | $2,525+293.8% | $4,869+104.2% |
| Participant deferral / active EE | $5,006 | $4,160+20.3% | $3,458+44.8% | $5,287-5.3% |
| Admin fee / account holder | $1,140 | $5,272-78.4% | $4,138-72.4% | $10,132-88.7% |