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 | $24,069 | $93,071-74.1% | $74,583-67.7% | $273,961-91.2% |
| Participation rate | 45.0% | 74.9%-29.9pp | 68.1%-23.1pp | 83.0%-38.0pp |
| Annual return | 6.96% | 26.18%-19.2pp | 20.47%-13.5pp | 41.45%-34.5pp |
| Employer contribution / active EE | $975 | $3,160-69.1% | $2,525-61.4% | $4,869-80.0% |
| Participant deferral / active EE | $1,811 | $4,160-56.5% | $3,458-47.6% | $5,287-65.8% |
| Admin fee / account holder | $1,040 | $5,272-80.3% | $4,138-74.9% | $10,132-89.7% |