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 | $14,978 | $95,193-84.3% | $76,523-80.4% | $135,375-88.9% |
| Participation rate | 62.5% | 74.4%-11.9pp | 68.0%-5.5pp | 82.6%-20.1pp |
| Annual return | 8.74% | 4.85%+3.9pp | -0.27%+9.0pp | 519.73%-511.0pp |
| Employer contribution / active EE | $987 | $3,302-70.1% | $2,647-62.7% | $4,779-79.3% |
| Participant deferral / active EE | $987 | $4,639-78.7% | $3,835-74.3% | $5,609-82.4% |
| Admin fee / account holder | $13,870 | $6,249+122.0% | $4,848+186.1% | $10,827+28.1% |