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 | $41,803 | $99,341-57.9% | $84,750-50.7% | $273,961-84.7% |
| Participation rate | 69.2% | 80.7%-11.5pp | 76.6%-7.4pp | 83.0%-13.8pp |
| Annual return | 9.72% | 22.93%-13.2pp | 22.78%-13.1pp | 41.45%-31.7pp |
| Employer contribution / active EE | $1,569 | $4,214-62.8% | $3,574-56.1% | $4,869-67.8% |
| Participant deferral / active EE | $4,974 | $4,269+16.5% | $3,712+34.0% | $5,287-5.9% |
| Admin fee / account holder | $314 | $6,644-95.3% | $5,332-94.1% | $10,132-96.9% |