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 | $26,903 | $88,707-69.7% | $74,183-63.7% | $273,961-90.2% |
| Participation rate | 61.5% | 79.4%-17.9pp | 76.6%-15.1pp | 83.0%-21.5pp |
| Annual return | 4.67% | 11.94%-7.3pp | 17.74%-13.1pp | 41.45%-36.8pp |
| Employer contribution / active EE | $1,042 | $3,159-67.0% | $2,370-56.0% | $4,869-78.6% |
| Participant deferral / active EE | $1,358 | $4,212-67.8% | $3,550-61.8% | $5,287-74.3% |
| Admin fee / account holder | $7,323 | $8,717-16.0% | $5,586+31.1% | $10,132-27.7% |