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 | $36,563 | $215,361-83.0% | $171,082-78.6% | $273,961-86.7% |
| Participation rate | 47.8% | 82.0%-34.2pp | 76.7%-28.9pp | 83.0%-35.2pp |
| Annual return | 19.52% | 25.14%-5.6pp | 32.56%-13.0pp | 41.45%-21.9pp |
| Employer contribution / active EE | $1,066 | $4,967-78.5% | $4,002-73.4% | $4,869-78.1% |
| Participant deferral / active EE | $3,687 | $5,543-33.5% | $4,797-23.1% | $5,287-30.3% |
| Admin fee / account holder | $333 | $10,846-96.9% | $8,520-96.1% | $10,132-96.7% |