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 | $24,650 | $56,277-56.2% | $80,975-69.6% | $62,891-60.8% |
| Participation rate | 60.6% | 69.0%-8.3pp | 75.8%-15.2pp | 69.3%-8.7pp |
| Annual return | 10.08% | 22.12%-12.0pp | 17.10%-7.0pp | 20.14%-10.1pp |
| Employer contribution / active EE | $848 | $1,943-56.3% | $3,714-77.2% | $2,281-62.8% |
| Participant deferral / active EE | $4,334 | $4,195+3.3% | $5,696-23.9% | $3,203+35.3% |
| Admin fee / account holder | $2,988 | $3,741-20.1% | $5,516-45.8% | $4,296-30.4% |