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 | $16,123 | $90,503-82.2% | $78,689-79.5% | $273,961-94.1% |
| Participation rate | 58.3% | 76.5%-18.2pp | 73.6%-15.2pp | 83.0%-24.7pp |
| Annual return | 8.30% | 75.60%-67.3pp | 62.18%-53.9pp | 41.45%-33.2pp |
| Employer contribution / active EE | $2,543 | $3,176-19.9% | $2,851-10.8% | $4,869-47.8% |
| Participant deferral / active EE | $2,930 | $3,901-24.9% | $3,517-16.7% | $5,287-44.6% |
| Admin fee / account holder | $573 | $5,263-89.1% | $4,510-87.3% | $10,132-94.3% |