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 | $24,195 | $99,341-75.6% | $84,750-71.5% | $273,961-91.2% |
| Participation rate | 53.3% | 80.7%-27.4pp | 76.6%-23.3pp | 83.0%-29.7pp |
| Annual return | 7.45% | 22.93%-15.5pp | 22.78%-15.3pp | 41.45%-34.0pp |
| Employer contribution / active EE | $871 | $4,214-79.3% | $3,574-75.6% | $4,869-82.1% |
| Participant deferral / active EE | $3,706 | $4,269-13.2% | $3,712-0.1% | $5,287-29.9% |
| Admin fee / account holder | $1,219 | $6,644-81.6% | $5,332-77.1% | $10,132-88.0% |