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 | $20,915 | $90,503-76.9% | $78,689-73.4% | $273,961-92.4% |
| Participation rate | 66.7% | 76.5%-9.9pp | 73.6%-6.9pp | 83.0%-16.3pp |
| Annual return | 5.95% | 75.60%-69.7pp | 62.18%-56.2pp | 41.45%-35.5pp |
| Employer contribution / active EE | $1,413 | $3,176-55.5% | $2,851-50.4% | $4,869-71.0% |
| Participant deferral / active EE | $3,309 | $3,901-15.2% | $3,517-5.9% | $5,287-37.4% |
| Admin fee / account holder | $2,251 | $5,263-57.2% | $4,510-50.1% | $10,132-77.8% |