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 | $14,948 | $96,956-84.6% | $70,014-78.6% | $273,961-94.5% |
| Participation rate | 52.9% | 77.1%-24.1pp | 71.8%-18.9pp | 83.0%-30.1pp |
| Annual return | 9.68% | 12.93%-3.2pp | 12.99%-3.3pp | 41.45%-31.8pp |
| Employer contribution / active EE | $1,883 | $3,316-43.2% | $2,338-19.5% | $4,869-61.3% |
| Participant deferral / active EE | $4,346 | $3,744+16.1% | $2,931+48.3% | $5,287-17.8% |
| Admin fee / account holder | $828 | $7,934-89.6% | $4,380-81.1% | $10,132-91.8% |