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 | $58,147 | $153,772-62.2% | $133,980-56.6% | $273,961-78.8% |
| Participation rate | 54.5% | 88.4%-33.8pp | 87.1%-32.5pp | 83.0%-28.5pp |
| Annual return | 5.97% | 36.51%-30.5pp | 29.30%-23.3pp | 41.45%-35.5pp |
| Employer contribution / active EE | $2,190 | $6,029-63.7% | $5,211-58.0% | $4,869-55.0% |
| Participant deferral / active EE | $3,063 | $6,958-56.0% | $6,282-51.2% | $5,287-42.1% |
| Admin fee / account holder | $1,162 | $11,765-90.1% | $9,324-87.5% | $10,132-88.5% |