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 | $38,097 | $93,346-59.2% | $71,796-46.9% | $273,961-86.1% |
| Participation rate | 64.3% | 76.5%-12.2pp | 69.1%-4.8pp | 83.0%-18.7pp |
| Annual return | 5.03% | 130.39%-125.4pp | 78.04%-73.0pp | 41.45%-36.4pp |
| Employer contribution / active EE | $885 | $2,733-67.6% | $1,924-54.0% | $4,869-81.8% |
| Participant deferral / active EE | $2,386 | $3,475-31.3% | $2,794-14.6% | $5,287-54.9% |
| Admin fee / account holder | $2,184 | $6,571-66.8% | $4,815-54.6% | $10,132-78.4% |