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 | $29,711 | $93,071-68.1% | $74,583-60.2% | $273,961-89.2% |
| Participation rate | 60.0% | 74.9%-14.9pp | 68.1%-8.1pp | 83.0%-23.0pp |
| Annual return | 5.01% | 26.18%-21.2pp | 20.47%-15.5pp | 41.45%-36.4pp |
| Employer contribution / active EE | $1,104 | $3,160-65.1% | $2,525-56.3% | $4,869-77.3% |
| Participant deferral / active EE | $1,392 | $4,160-66.6% | $3,458-59.8% | $5,287-73.7% |
| Admin fee / account holder | $655 | $5,272-87.6% | $4,138-84.2% | $10,132-93.5% |