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 | $27,837 | $93,346-70.2% | $71,796-61.2% | $273,961-89.8% |
| Participation rate | 63.6% | 76.5%-12.9pp | 69.1%-5.5pp | 83.0%-19.4pp |
| Annual return | 10.67% | 130.39%-119.7pp | 78.04%-67.4pp | 41.45%-30.8pp |
| Employer contribution / active EE | $868 | $2,733-68.2% | $1,924-54.9% | $4,869-82.2% |
| Participant deferral / active EE | $1,103 | $3,475-68.3% | $2,794-60.5% | $5,287-79.1% |
| Admin fee / account holder | $1,441 | $6,571-78.1% | $4,815-70.1% | $10,132-85.8% |