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 | $23,986 | $105,630-77.3% | $87,507-72.6% | $273,961-91.2% |
| Participation rate | 66.7% | 78.2%-11.5pp | 73.8%-7.2pp | 83.0%-16.3pp |
| Annual return | 10.83% | 12.25%-1.4pp | 12.21%-1.4pp | 41.45%-30.6pp |
| Employer contribution / active EE | $1,133 | $3,141-63.9% | $2,550-55.6% | $4,869-76.7% |
| Participant deferral / active EE | $3,058 | $3,601-15.1% | $3,149-2.9% | $5,287-42.2% |
| Admin fee / account holder | $436 | $4,781-90.9% | $4,221-89.7% | $10,132-95.7% |