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 | $67,771 | $93,346-27.4% | $71,796-5.6% | $273,961-75.3% |
| Participation rate | 45.5% | 76.5%-31.1pp | 69.1%-23.7pp | 83.0%-37.6pp |
| Annual return | 2.87% | 130.39%-127.5pp | 78.04%-75.2pp | 41.45%-38.6pp |
| Employer contribution / active EE | $439 | $2,733-83.9% | $1,924-77.2% | $4,869-91.0% |
| Participant deferral / active EE | $825 | $3,475-76.3% | $2,794-70.5% | $5,287-84.4% |
| Admin fee / account holder | $1,324 | $6,571-79.8% | $4,815-72.5% | $10,132-86.9% |