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 | $41,000 | $55,706-26.4% | $75,886-46.0% | $72,985-43.8% |
| Participation rate | 0.0% | 61.1%-61.1pp | 69.3%-69.3pp | 69.5%-69.5pp |
| Annual return | 24.66% | 27.59%-2.9pp | 30.76%-6.1pp | 81.00%-56.3pp |
| Employer contribution / active EE | $368 | $1,687-78.2% | $2,500-85.3% | $2,440-84.9% |
| Participant deferral / active EE | $2,472 | $2,634-6.2% | $3,603-31.4% | $3,607-31.5% |
| Admin fee / account holder | $660 | $3,978-83.4% | $5,418-87.8% | $5,124-87.1% |