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 | $13,681 | $93,071-85.3% | $74,583-81.7% | $273,961-95.0% |
| Participation rate | 50.0% | 74.9%-24.9pp | 68.1%-18.1pp | 83.0%-33.0pp |
| Annual return | 3.36% | 26.18%-22.8pp | 20.47%-17.1pp | 41.45%-38.1pp |
| Employer contribution / active EE | $775 | $3,160-75.5% | $2,525-69.3% | $4,869-84.1% |
| Participant deferral / active EE | $1,227 | $4,160-70.5% | $3,458-64.5% | $5,287-76.8% |
| Admin fee / account holder | $7,039 | $5,272+33.5% | $4,138+70.1% | $10,132-30.5% |