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 | $21,665 | $93,346-76.8% | $71,796-69.8% | $273,961-92.1% |
| Participation rate | 69.6% | 76.5%-7.0pp | 69.1%+0.5pp | 83.0%-13.5pp |
| Annual return | 9.95% | 130.39%-120.4pp | 78.04%-68.1pp | 41.45%-31.5pp |
| Employer contribution / active EE | $681 | $2,733-75.1% | $1,924-64.6% | $4,869-86.0% |
| Participant deferral / active EE | $2,641 | $3,475-24.0% | $2,794-5.5% | $5,287-50.1% |
| Admin fee / account holder | $1,561 | $6,571-76.2% | $4,815-67.6% | $10,132-84.6% |