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 | $17,066 | $93,071-81.7% | $74,583-77.1% | $273,961-93.8% |
| Participation rate | 54.2% | 74.9%-20.8pp | 68.1%-13.9pp | 83.0%-28.8pp |
| Annual return | 7.96% | 26.18%-18.2pp | 20.47%-12.5pp | 41.45%-33.5pp |
| Employer contribution / active EE | $1,314 | $3,160-58.4% | $2,525-47.9% | $4,869-73.0% |
| Participant deferral / active EE | $3,060 | $4,160-26.5% | $3,458-11.5% | $5,287-42.1% |
| Admin fee / account holder | $3,840 | $5,272-27.2% | $4,138-7.2% | $10,132-62.1% |