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 | $25,151 | $90,503-72.2% | $78,689-68.0% | $273,961-90.8% |
| Participation rate | 50.0% | 76.5%-26.5pp | 73.6%-23.6pp | 83.0%-33.0pp |
| Annual return | 12.46% | 75.60%-63.1pp | 62.18%-49.7pp | 41.45%-29.0pp |
| Employer contribution / active EE | $979 | $3,176-69.2% | $2,851-65.7% | $4,869-79.9% |
| Participant deferral / active EE | $1,853 | $3,901-52.5% | $3,517-47.3% | $5,287-65.0% |
| Admin fee / account holder | $492 | $5,263-90.6% | $4,510-89.1% | $10,132-95.1% |