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 | $21,816 | $65,685-66.8% | $57,179-61.8% | $273,961-92.0% |
| Participation rate | 64.3% | 78.3%-14.1pp | 75.3%-11.1pp | 83.0%-18.7pp |
| Annual return | 7.21% | 21.99%-14.8pp | 14.59%-7.4pp | 41.45%-34.2pp |
| Employer contribution / active EE | $1,226 | $3,279-62.6% | $2,682-54.3% | $4,869-74.8% |
| Participant deferral / active EE | $2,636 | $3,782-30.3% | $3,096-14.9% | $5,287-50.1% |
| Admin fee / account holder | $1,798 | $4,835-62.8% | $3,139-42.7% | $10,132-82.3% |