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 | $65,802 | $96,956-32.1% | $70,014-6.0% | $273,961-76.0% |
| Participation rate | 54.5% | 77.1%-22.5pp | 71.8%-17.3pp | 83.0%-28.5pp |
| Annual return | 2.58% | 12.93%-10.4pp | 12.99%-10.4pp | 41.45%-38.9pp |
| Employer contribution / active EE | $962 | $3,316-71.0% | $2,338-58.9% | $4,869-80.2% |
| Participant deferral / active EE | $2,624 | $3,744-29.9% | $2,931-10.5% | $5,287-50.4% |
| Admin fee / account holder | $10,222 | $7,934+28.8% | $4,380+133.4% | $10,132+0.9% |