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 | $23,717 | $93,071-74.5% | $74,583-68.2% | $273,961-91.3% |
| Participation rate | 53.8% | 74.9%-21.1pp | 68.1%-14.3pp | 83.0%-29.2pp |
| Annual return | 5.62% | 26.18%-20.6pp | 20.47%-14.8pp | 41.45%-35.8pp |
| Employer contribution / active EE | $802 | $3,160-74.6% | $2,525-68.2% | $4,869-83.5% |
| Participant deferral / active EE | $1,319 | $4,160-68.3% | $3,458-61.9% | $5,287-75.1% |
| Admin fee / account holder | $338 | $5,272-93.6% | $4,138-91.8% | $10,132-96.7% |