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 | $50,863 | $181,894-72.0% | $156,549-67.5% | $273,961-81.4% |
| Participation rate | 40.0% | 88.4%-48.4pp | 84.0%-44.0pp | 83.0%-43.0pp |
| Annual return | 10.22% | 30.74%-20.5pp | 32.23%-22.0pp | 41.45%-31.2pp |
| Employer contribution / active EE | $1,682 | $6,248-73.1% | $5,501-69.4% | $4,869-65.4% |
| Participant deferral / active EE | $7,197 | $5,550+29.7% | $4,871+47.7% | $5,287+36.1% |
| Admin fee / account holder | $551 | $15,559-96.5% | $13,027-95.8% | $10,132-94.6% |