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 | $17,865 | $99,341-82.0% | $84,750-78.9% | $273,961-93.5% |
| Participation rate | 50.0% | 80.7%-30.7pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | 10.55% | 22.93%-12.4pp | 22.78%-12.2pp | 41.45%-30.9pp |
| Employer contribution / active EE | $1,568 | $4,214-62.8% | $3,574-56.1% | $4,869-67.8% |
| Participant deferral / active EE | $3,597 | $4,269-15.7% | $3,712-3.1% | $5,287-32.0% |
| Admin fee / account holder | $18,050 | $6,644+171.7% | $5,332+238.5% | $10,132+78.1% |