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 | $24,657 | $93,071-73.5% | $74,583-66.9% | $273,961-91.0% |
| Participation rate | 66.7% | 74.9%-8.3pp | 68.1%-1.4pp | 83.0%-16.3pp |
| Annual return | 2.22% | 26.18%-24.0pp | 20.47%-18.2pp | 41.45%-39.2pp |
| Employer contribution / active EE | $2,034 | $3,160-35.6% | $2,525-19.4% | $4,869-58.2% |
| Participant deferral / active EE | $8,987 | $4,160+116.0% | $3,458+159.9% | $5,287+70.0% |
| Admin fee / account holder | $578 | $5,272-89.0% | $4,138-86.0% | $10,132-94.3% |