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 | $33,784 | $135,952-75.2% | $123,892-72.7% | $273,961-87.7% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 6.84% | 56.63%-49.8pp | 47.52%-40.7pp | 41.45%-34.6pp |
| Employer contribution / active EE | $2,173 | $5,170-58.0% | $4,617-52.9% | $4,869-55.4% |
| Participant deferral / active EE | $5,901 | $6,343-7.0% | $5,984-1.4% | $5,287+11.6% |
| Admin fee / account holder | $1,349 | $9,817-86.3% | $8,357-83.9% | $10,132-86.7% |