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 | $28,517 | $88,583-67.8% | $88,497-67.8% | $273,961-89.6% |
| Participation rate | 50.0% | 83.5%-33.5pp | 82.4%-32.4pp | 83.0%-33.0pp |
| Annual return | 6.54% | 5.68%+0.9pp | 7.63%-1.1pp | 41.45%-34.9pp |
| Employer contribution / active EE | $1,579 | $4,502-64.9% | $4,036-60.9% | $4,869-67.6% |
| Participant deferral / active EE | $2,551 | $4,891-47.8% | $4,899-47.9% | $5,287-51.8% |
| Admin fee / account holder | $430 | $8,980-95.2% | $6,220-93.1% | $10,132-95.8% |