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 | $28,194 | $93,071-69.7% | $74,583-62.2% | $273,961-89.7% |
| Participation rate | 11.1% | 74.9%-63.8pp | 68.1%-57.0pp | 83.0%-71.9pp |
| Annual return | 12.49% | 26.18%-13.7pp | 20.47%-8.0pp | 41.45%-29.0pp |
| Employer contribution / active EE | $995 | $3,160-68.5% | $2,525-60.6% | $4,869-79.6% |
| Participant deferral / active EE | $1,990 | $4,160-52.2% | $3,458-42.5% | $5,287-62.4% |
| Admin fee / account holder | $2,058 | $5,272-61.0% | $4,138-50.3% | $10,132-79.7% |