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 | $20,252 | $93,071-78.2% | $74,583-72.8% | $273,961-92.6% |
| Participation rate | 58.8% | 74.9%-16.1pp | 68.1%-9.3pp | 83.0%-24.2pp |
| Annual return | 8.41% | 26.18%-17.8pp | 20.47%-12.1pp | 41.45%-33.0pp |
| Employer contribution / active EE | $811 | $3,160-74.3% | $2,525-67.9% | $4,869-83.3% |
| Participant deferral / active EE | $3,129 | $4,160-24.8% | $3,458-9.5% | $5,287-40.8% |
| Admin fee / account holder | $360 | $5,272-93.2% | $4,138-91.3% | $10,132-96.4% |