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 | $23,934 | $56,897-57.9% | $84,750-71.8% | $62,891-61.9% |
| Participation rate | 54.3% | 68.5%-14.3pp | 76.6%-22.3pp | 69.3%-15.0pp |
| Annual return | 5.18% | 6.30%-1.1pp | 22.78%-17.6pp | 20.14%-15.0pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,198 | $2,709-55.8% | $3,712-67.7% | $3,203-62.6% |
| Admin fee / account holder | $362 | $3,581-89.9% | $5,332-93.2% | $4,296-91.6% |