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 | $17,577 | $90,503-80.6% | $78,689-77.7% | $273,961-93.6% |
| Participation rate | 47.6% | 76.5%-28.9pp | 73.6%-25.9pp | 83.0%-35.4pp |
| Annual return | 8.65% | 75.60%-67.0pp | 62.18%-53.5pp | 41.45%-32.8pp |
| Employer contribution / active EE | $1,105 | $3,176-65.2% | $2,851-61.2% | $4,869-77.3% |
| Participant deferral / active EE | $1,326 | $3,901-66.0% | $3,517-62.3% | $5,287-74.9% |
| Admin fee / account holder | $1,417 | $5,263-73.1% | $4,510-68.6% | $10,132-86.0% |