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 | $26,707 | $153,311-82.6% | $109,313-75.6% | $273,961-90.3% |
| Participation rate | 63.6% | 80.1%-16.4pp | 71.3%-7.6pp | 83.0%-19.4pp |
| Annual return | 11.48% | 29.86%-18.4pp | 22.07%-10.6pp | 41.45%-30.0pp |
| Employer contribution / active EE | $1,426 | $5,619-74.6% | $3,892-63.4% | $4,869-70.7% |
| Participant deferral / active EE | $3,222 | $3,932-18.1% | $3,166+1.8% | $5,287-39.1% |
| Admin fee / account holder | $5,122 | $8,076-36.6% | $5,666-9.6% | $10,132-49.4% |