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 | $25,827 | $90,503-71.5% | $78,689-67.2% | $273,961-90.6% |
| Participation rate | 54.5% | 76.5%-22.0pp | 73.6%-19.0pp | 83.0%-28.5pp |
| Annual return | 11.17% | 75.60%-64.4pp | 62.18%-51.0pp | 41.45%-30.3pp |
| Employer contribution / active EE | $704 | $3,176-77.8% | $2,851-75.3% | $4,869-85.5% |
| Participant deferral / active EE | $4,725 | $3,901+21.1% | $3,517+34.4% | $5,287-10.6% |
| Admin fee / account holder | $533 | $5,263-89.9% | $4,510-88.2% | $10,132-94.7% |