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 | $10,900 | $81,248-86.6% | $155,509-93.0% | $80,856-86.5% |
| Participation rate | 62.7% | 66.2%-3.5pp | 78.2%-15.5pp | 67.6%-5.0pp |
| Annual return | 24.00% | 33.31%-9.3pp | 64.67%-40.7pp | 35.59%-11.6pp |
| Employer contribution / active EE | $773 | $3,100-75.1% | $4,672-83.5% | $2,755-71.9% |
| Participant deferral / active EE | $960 | $3,452-72.2% | $5,626-82.9% | $4,296-77.7% |
| Admin fee / account holder | $1,112 | $7,997-86.1% | $15,912-93.0% | $6,918-83.9% |