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 | $101,901 | $181,894-44.0% | $156,549-34.9% | $273,961-62.8% |
| Participation rate | 64.7% | 88.4%-23.7pp | 84.0%-19.3pp | 83.0%-18.3pp |
| Annual return | 8.89% | 30.74%-21.9pp | 32.23%-23.3pp | 41.45%-32.6pp |
| Employer contribution / active EE | $1,612 | $6,248-74.2% | $5,501-70.7% | $4,869-66.9% |
| Participant deferral / active EE | $3,805 | $5,550-31.4% | $4,871-21.9% | $5,287-28.0% |
| Admin fee / account holder | $1,201 | $15,559-92.3% | $13,027-90.8% | $10,132-88.1% |