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 | $76,821 | $181,894-57.8% | $156,549-50.9% | $273,961-72.0% |
| Participation rate | 46.2% | 88.4%-42.2pp | 84.0%-37.9pp | 83.0%-36.9pp |
| Annual return | 8.77% | 30.74%-22.0pp | 32.23%-23.5pp | 41.45%-32.7pp |
| Employer contribution / active EE | $1,664 | $6,248-73.4% | $5,501-69.8% | $4,869-65.8% |
| Participant deferral / active EE | $5,948 | $5,550+7.2% | $4,871+22.1% | $5,287+12.5% |
| Admin fee / account holder | $991 | $15,559-93.6% | $13,027-92.4% | $10,132-90.2% |