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 | $18,317 | $90,503-79.8% | $78,689-76.7% | $273,961-93.3% |
| Participation rate | 61.5% | 76.5%-15.0pp | 73.6%-12.0pp | 83.0%-21.5pp |
| Annual return | 13.36% | 75.60%-62.2pp | 62.18%-48.8pp | 41.45%-28.1pp |
| Employer contribution / active EE | $1,620 | $3,176-49.0% | $2,851-43.2% | $4,869-66.7% |
| Participant deferral / active EE | $4,310 | $3,901+10.5% | $3,517+22.6% | $5,287-18.5% |
| Admin fee / account holder | $2,222 | $5,263-57.8% | $4,510-50.7% | $10,132-78.1% |