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 | $24,146 | $99,341-75.7% | $84,750-71.5% | $273,961-91.2% |
| Participation rate | 37.5% | 80.7%-43.2pp | 76.6%-39.1pp | 83.0%-45.5pp |
| Annual return | 6.54% | 22.93%-16.4pp | 22.78%-16.2pp | 41.45%-34.9pp |
| Employer contribution / active EE | $758 | $4,214-82.0% | $3,574-78.8% | $4,869-84.4% |
| Participant deferral / active EE | $1,413 | $4,269-66.9% | $3,712-61.9% | $5,287-73.3% |
| Admin fee / account holder | $4,095 | $6,644-38.4% | $5,332-23.2% | $10,132-59.6% |