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 | $19,243 | $112,729-82.9% | $98,716-80.5% | $137,256-86.0% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.3%-36.0pp | 80.0%-46.6pp |
| Annual return | 10.22% | 38.48%-28.3pp | 31.81%-21.6pp | 220.34%-210.1pp |
| Employer contribution / active EE | $726 | $2,725-73.4% | $2,279-68.2% | $4,156-82.5% |
| Participant deferral / active EE | $2,665 | $4,640-42.6% | $4,048-34.2% | $6,407-58.4% |
| Admin fee / account holder | $31,143 | $10,129+207.5% | $8,703+257.8% | $12,270+153.8% |