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 | $16,948 | $99,341-82.9% | $84,750-80.0% | $273,961-93.8% |
| Participation rate | 66.7% | 80.7%-14.0pp | 76.6%-9.9pp | 83.0%-16.3pp |
| Annual return | 12.40% | 22.93%-10.5pp | 22.78%-10.4pp | 41.45%-29.1pp |
| Employer contribution / active EE | $1,871 | $4,214-55.6% | $3,574-47.7% | $4,869-61.6% |
| Participant deferral / active EE | $2,250 | $4,269-47.3% | $3,712-39.4% | $5,287-57.4% |
| Admin fee / account holder | $1,957 | $6,644-70.5% | $5,332-63.3% | $10,132-80.7% |