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 | $23,204 | $57,541-59.7% | $95,745-75.8% | $75,163-69.1% |
| Participation rate | 40.7% | 62.5%-21.8pp | 72.3%-31.5pp | 67.2%-26.5pp |
| Annual return | 18.16% | 34.93%-16.8pp | 28.35%-10.2pp | 160.62%-142.5pp |
| Employer contribution / active EE | $486 | $1,808-73.1% | $2,835-82.8% | $2,670-81.8% |
| Participant deferral / active EE | $2,204 | $3,074-28.3% | $4,245-48.1% | $4,125-46.6% |
| Admin fee / account holder | $5,840 | $4,099+42.5% | $5,678+2.9% | $5,651+3.4% |