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 | $16,110 | $93,071-82.7% | $74,583-78.4% | $273,961-94.1% |
| Participation rate | 66.7% | 74.9%-8.3pp | 68.1%-1.4pp | 83.0%-16.3pp |
| Annual return | 6.97% | 26.18%-19.2pp | 20.47%-13.5pp | 41.45%-34.5pp |
| Employer contribution / active EE | $1,794 | $3,160-43.2% | $2,525-28.9% | $4,869-63.1% |
| Participant deferral / active EE | $1,967 | $4,160-52.7% | $3,458-43.1% | $5,287-62.8% |
| Admin fee / account holder | $844 | $5,272-84.0% | $4,138-79.6% | $10,132-91.7% |