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 | $16,815 | $68,719-75.5% | $91,541-81.6% | $84,808-80.2% |
| Participation rate | 50.9% | 64.5%-13.6pp | 69.8%-18.9pp | 68.3%-17.4pp |
| Annual return | 14.65% | 19.12%-4.5pp | 20.50%-5.9pp | 40.90%-26.3pp |
| Employer contribution / active EE | $1,105 | $1,920-42.5% | $2,505-55.9% | $2,631-58.0% |
| Participant deferral / active EE | $2,170 | $3,136-30.8% | $4,008-45.8% | $4,212-48.5% |
| Admin fee / account holder | $2,834 | $5,786-51.0% | $6,956-59.3% | $7,344-61.4% |