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 | $45,566 | $90,503-49.7% | $78,689-42.1% | $273,961-83.4% |
| Participation rate | 61.5% | 76.5%-15.0pp | 73.6%-12.0pp | 83.0%-21.5pp |
| Annual return | 9.74% | 75.60%-65.9pp | 62.18%-52.4pp | 41.45%-31.7pp |
| Employer contribution / active EE | $1,506 | $3,176-52.6% | $2,851-47.2% | $4,869-69.1% |
| Participant deferral / active EE | $3,712 | $3,901-4.9% | $3,517+5.5% | $5,287-29.8% |
| Admin fee / account holder | $1,967 | $5,263-62.6% | $4,510-56.4% | $10,132-80.6% |