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 | $24,547 | $90,503-72.9% | $78,689-68.8% | $273,961-91.0% |
| Participation rate | 52.6% | 76.5%-23.9pp | 73.6%-20.9pp | 83.0%-30.4pp |
| Annual return | 4.63% | 75.60%-71.0pp | 62.18%-57.5pp | 41.45%-36.8pp |
| Employer contribution / active EE | $281 | $3,176-91.2% | $2,851-90.1% | $4,869-94.2% |
| Participant deferral / active EE | $1,135 | $3,901-70.9% | $3,517-67.7% | $5,287-78.5% |
| Admin fee / account holder | $2,316 | $5,263-56.0% | $4,510-48.7% | $10,132-77.1% |