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 | $29,769 | $99,341-70.0% | $84,750-64.9% | $273,961-89.1% |
| Participation rate | 50.0% | 80.7%-30.7pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | 12.05% | 22.93%-10.9pp | 22.78%-10.7pp | 41.45%-29.4pp |
| Employer contribution / active EE | $881 | $4,214-79.1% | $3,574-75.4% | $4,869-81.9% |
| Participant deferral / active EE | $6,314 | $4,269+47.9% | $3,712+70.1% | $5,287+19.4% |
| Admin fee / account holder | $386 | $6,644-94.2% | $5,332-92.8% | $10,132-96.2% |