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 | $44,066 | $153,311-71.3% | $109,313-59.7% | $273,961-83.9% |
| Participation rate | 63.6% | 80.1%-16.4pp | 71.3%-7.6pp | 83.0%-19.4pp |
| Annual return | 7.70% | 29.86%-22.2pp | 22.07%-14.4pp | 41.45%-33.8pp |
| Employer contribution / active EE | $4,441 | $5,619-21.0% | $3,892+14.1% | $4,869-8.8% |
| Participant deferral / active EE | $7,593 | $3,932+93.1% | $3,166+139.8% | $5,287+43.6% |
| Admin fee / account holder | $329 | $8,076-95.9% | $5,666-94.2% | $10,132-96.8% |