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 | $23,146 | $96,956-76.1% | $70,014-66.9% | $273,961-91.6% |
| Participation rate | 57.1% | 77.1%-19.9pp | 71.8%-14.7pp | 83.0%-25.9pp |
| Annual return | 6.86% | 12.93%-6.1pp | 12.99%-6.1pp | 41.45%-34.6pp |
| Employer contribution / active EE | $693 | $3,316-79.1% | $2,338-70.4% | $4,869-85.8% |
| Participant deferral / active EE | $4,739 | $3,744+26.6% | $2,931+61.7% | $5,287-10.4% |
| Admin fee / account holder | $10,098 | $7,934+27.3% | $4,380+130.5% | $10,132-0.3% |