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 | $19,677 | $96,557-79.6% | $80,975-75.7% | $273,961-92.8% |
| Participation rate | 52.2% | 79.1%-26.9pp | 75.8%-23.6pp | 83.0%-30.8pp |
| Annual return | 9.81% | 15.14%-5.3pp | 17.10%-7.3pp | 41.45%-31.6pp |
| Employer contribution / active EE | $1,603 | $4,868-67.1% | $3,714-56.8% | $4,869-67.1% |
| Participant deferral / active EE | $2,199 | $6,598-66.7% | $5,696-61.4% | $5,287-58.4% |
| Admin fee / account holder | $4,054 | $7,492-45.9% | $5,516-26.5% | $10,132-60.0% |