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 | $52,642 | $153,311-65.7% | $109,313-51.8% | $273,961-80.8% |
| Participation rate | 33.3% | 80.1%-46.8pp | 71.3%-37.9pp | 83.0%-49.7pp |
| Annual return | 8.03% | 29.86%-21.8pp | 22.07%-14.0pp | 41.45%-33.4pp |
| Employer contribution / active EE | $1,589 | $5,619-71.7% | $3,892-59.2% | $4,869-67.4% |
| Participant deferral / active EE | $1,488 | $3,932-62.2% | $3,166-53.0% | $5,287-71.9% |
| Admin fee / account holder | $593 | $8,076-92.7% | $5,666-89.5% | $10,132-94.1% |