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 | $117,983-83.7% | $101,794-81.1% | $142,382-86.5% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.2%-35.9pp | 80.1%-46.8pp |
| Annual return | 10.22% | 36.92%-26.7pp | 30.53%-20.3pp | 217.08%-206.9pp |
| Employer contribution / active EE | $726 | $2,773-73.8% | $2,289-68.3% | $4,299-83.1% |
| Participant deferral / active EE | $2,665 | $4,714-43.5% | $4,084-34.8% | $6,507-59.1% |
| Admin fee / account holder | $31,143 | $10,433+198.5% | $8,777+254.8% | $12,624+146.7% |