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 | $22,934 | $88,707-74.1% | $74,183-69.1% | $273,961-91.6% |
| Participation rate | 52.4% | 79.4%-27.1pp | 76.6%-24.2pp | 83.0%-30.6pp |
| Annual return | 7.73% | 11.94%-4.2pp | 17.74%-10.0pp | 41.45%-33.7pp |
| Employer contribution / active EE | $1,264 | $3,159-60.0% | $2,370-46.6% | $4,869-74.0% |
| Participant deferral / active EE | $3,052 | $4,212-27.5% | $3,550-14.0% | $5,287-42.3% |
| Admin fee / account holder | $2,432 | $8,717-72.1% | $5,586-56.5% | $10,132-76.0% |