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 | $24,319 | $96,557-74.8% | $80,975-70.0% | $273,961-91.1% |
| Participation rate | 60.0% | 79.1%-19.1pp | 75.8%-15.8pp | 83.0%-23.0pp |
| Annual return | 9.93% | 15.14%-5.2pp | 17.10%-7.2pp | 41.45%-31.5pp |
| Employer contribution / active EE | $1,362 | $4,868-72.0% | $3,714-63.3% | $4,869-72.0% |
| Participant deferral / active EE | $1,904 | $6,598-71.1% | $5,696-66.6% | $5,287-64.0% |
| Admin fee / account holder | $2,234 | $7,492-70.2% | $5,516-59.5% | $10,132-78.0% |