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 | $23,630 | $83,337-71.6% | $67,834-65.2% | $273,961-91.4% |
| Participation rate | 33.3% | 76.4%-43.1pp | 68.8%-35.5pp | 83.0%-49.7pp |
| Annual return | 8.43% | 259.45%-251.0pp | 138.47%-130.0pp | 41.45%-33.0pp |
| Employer contribution / active EE | $762 | $3,287-76.8% | $2,403-68.3% | $4,869-84.3% |
| Participant deferral / active EE | $1,013 | $4,088-75.2% | $3,160-67.9% | $5,287-80.8% |
| Admin fee / account holder | $4,221 | $6,752-37.5% | $4,622-8.7% | $10,132-58.3% |