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 | $18,781 | $93,071-79.8% | $74,583-74.8% | $273,961-93.1% |
| Participation rate | 62.5% | 74.9%-12.4pp | 68.1%-5.6pp | 83.0%-20.5pp |
| Annual return | 3.73% | 26.18%-22.5pp | 20.47%-16.7pp | 41.45%-37.7pp |
| Employer contribution / active EE | $1,693 | $3,160-46.4% | $2,525-33.0% | $4,869-65.2% |
| Participant deferral / active EE | $2,055 | $4,160-50.6% | $3,458-40.6% | $5,287-61.1% |
| Admin fee / account holder | $2,986 | $5,272-43.4% | $4,138-27.8% | $10,132-70.5% |