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 | $20,534 | $88,707-76.9% | $74,183-72.3% | $273,961-92.5% |
| Participation rate | 66.7% | 79.4%-12.8pp | 76.6%-10.0pp | 83.0%-16.3pp |
| Annual return | 6.96% | 11.94%-5.0pp | 17.74%-10.8pp | 41.45%-34.5pp |
| Employer contribution / active EE | $1,369 | $3,159-56.7% | $2,370-42.2% | $4,869-71.9% |
| Participant deferral / active EE | $2,949 | $4,212-30.0% | $3,550-16.9% | $5,287-44.2% |
| Admin fee / account holder | $3,143 | $8,717-63.9% | $5,586-43.7% | $10,132-69.0% |