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 | $14,470 | $65,685-78.0% | $57,179-74.7% | $273,961-94.7% |
| Participation rate | 50.0% | 78.3%-28.3pp | 75.3%-25.3pp | 83.0%-33.0pp |
| Annual return | 5.18% | 21.99%-16.8pp | 14.59%-9.4pp | 41.45%-36.3pp |
| Employer contribution / active EE | $1,033 | $3,279-68.5% | $2,682-61.5% | $4,869-78.8% |
| Participant deferral / active EE | $1,539 | $3,782-59.3% | $3,096-50.3% | $5,287-70.9% |
| Admin fee / account holder | $521 | $4,835-89.2% | $3,139-83.4% | $10,132-94.9% |