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 | $19,236 | $99,341-80.6% | $84,750-77.3% | $273,961-93.0% |
| Participation rate | 50.0% | 80.7%-30.7pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | 11.49% | 22.93%-11.4pp | 22.78%-11.3pp | 41.45%-30.0pp |
| Employer contribution / active EE | $1,685 | $4,214-60.0% | $3,574-52.9% | $4,869-65.4% |
| Participant deferral / active EE | $5,084 | $4,269+19.1% | $3,712+37.0% | $5,287-3.8% |
| Admin fee / account holder | $1,246 | $6,644-81.2% | $5,332-76.6% | $10,132-87.7% |