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 | $30,699 | $132,239-76.8% | $105,722-71.0% | $273,961-88.8% |
| Participation rate | 64.3% | 83.2%-18.9pp | 78.9%-14.6pp | 83.0%-18.7pp |
| Annual return | 8.08% | 10.07%-2.0pp | 12.25%-4.2pp | 41.45%-33.4pp |
| Employer contribution / active EE | $1,893 | $4,867-61.1% | $4,079-53.6% | $4,869-61.1% |
| Participant deferral / active EE | $4,106 | $6,233-34.1% | $5,326-22.9% | $5,287-22.3% |
| Admin fee / account holder | $997 | $12,032-91.7% | $8,308-88.0% | $10,132-90.2% |