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 | $19,846 | $65,685-69.8% | $57,179-65.3% | $273,961-92.8% |
| Participation rate | 46.2% | 78.3%-32.2pp | 75.3%-29.2pp | 83.0%-36.9pp |
| Annual return | 9.68% | 21.99%-12.3pp | 14.59%-4.9pp | 41.45%-31.8pp |
| Employer contribution / active EE | $1,313 | $3,279-59.9% | $2,682-51.0% | $4,869-73.0% |
| Participant deferral / active EE | $3,382 | $3,782-10.6% | $3,096+9.2% | $5,287-36.0% |
| Admin fee / account holder | $556 | $4,835-88.5% | $3,139-82.3% | $10,132-94.5% |