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 | $14,630 | $93,071-84.3% | $74,583-80.4% | $273,961-94.7% |
| Participation rate | 46.2% | 74.9%-28.8pp | 68.1%-22.0pp | 83.0%-36.9pp |
| Annual return | 6.53% | 26.18%-19.6pp | 20.47%-13.9pp | 41.45%-34.9pp |
| Employer contribution / active EE | $281 | $3,160-91.1% | $2,525-88.9% | $4,869-94.2% |
| Participant deferral / active EE | $1,569 | $4,160-62.3% | $3,458-54.6% | $5,287-70.3% |
| Admin fee / account holder | $2,047 | $5,272-61.2% | $4,138-50.5% | $10,132-79.8% |