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 | $21,099 | $99,341-78.8% | $84,750-75.1% | $273,961-92.3% |
| Participation rate | 55.6% | 80.7%-25.1pp | 76.6%-21.0pp | 83.0%-27.5pp |
| Annual return | 14.54% | 22.93%-8.4pp | 22.78%-8.2pp | 41.45%-26.9pp |
| Employer contribution / active EE | $950 | $4,214-77.5% | $3,574-73.4% | $4,869-80.5% |
| Participant deferral / active EE | $5,590 | $4,269+30.9% | $3,712+50.6% | $5,287+5.7% |
| Admin fee / account holder | $318 | $6,644-95.2% | $5,332-94.0% | $10,132-96.9% |