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 | $136,969 | $181,894-24.7% | $156,549-12.5% | $273,961-50.0% |
| Participation rate | 58.3% | 88.4%-30.1pp | 84.0%-25.7pp | 83.0%-24.7pp |
| Annual return | 3.53% | 30.74%-27.2pp | 32.23%-28.7pp | 41.45%-37.9pp |
| Employer contribution / active EE | $1,914 | $6,248-69.4% | $5,501-65.2% | $4,869-60.7% |
| Participant deferral / active EE | $4,556 | $5,550-17.9% | $4,871-6.5% | $5,287-13.8% |
| Admin fee / account holder | $751 | $15,559-95.2% | $13,027-94.2% | $10,132-92.6% |