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 | $25,439 | $105,630-75.9% | $87,507-70.9% | $273,961-90.7% |
| Participation rate | 64.3% | 78.2%-13.9pp | 73.8%-9.6pp | 83.0%-18.7pp |
| Annual return | 11.57% | 12.25%-0.7pp | 12.21%-0.6pp | 41.45%-29.9pp |
| Employer contribution / active EE | $1,311 | $3,141-58.3% | $2,550-48.6% | $4,869-73.1% |
| Participant deferral / active EE | $3,976 | $3,601+10.4% | $3,149+26.3% | $5,287-24.8% |
| Admin fee / account holder | $1,761 | $4,781-63.2% | $4,221-58.3% | $10,132-82.6% |