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 | $153,791 | $215,361-28.6% | $171,082-10.1% | $273,961-43.9% |
| Participation rate | 60.0% | 82.0%-22.0pp | 76.7%-16.7pp | 83.0%-23.0pp |
| Annual return | 20.64% | 25.14%-4.5pp | 32.56%-11.9pp | 41.45%-20.8pp |
| Employer contribution / active EE | $1,131 | $4,967-77.2% | $4,002-71.7% | $4,869-76.8% |
| Participant deferral / active EE | $7,547 | $5,543+36.2% | $4,797+57.3% | $5,287+42.8% |
| Admin fee / account holder | $967 | $10,846-91.1% | $8,520-88.6% | $10,132-90.5% |