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 | $65,883 | $153,772-57.2% | $133,980-50.8% | $273,961-76.0% |
| Participation rate | 60.0% | 88.4%-28.4pp | 87.1%-27.1pp | 83.0%-23.0pp |
| Annual return | 7.28% | 36.51%-29.2pp | 29.30%-22.0pp | 41.45%-34.2pp |
| Employer contribution / active EE | $2,202 | $6,029-63.5% | $5,211-57.7% | $4,869-54.8% |
| Participant deferral / active EE | $2,914 | $6,958-58.1% | $6,282-53.6% | $5,287-44.9% |
| Admin fee / account holder | $443 | $11,765-96.2% | $9,324-95.3% | $10,132-95.6% |