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 | $82,328 | $135,952-39.4% | $123,892-33.5% | $273,961-69.9% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 7.78% | 56.63%-48.8pp | 47.52%-39.7pp | 41.45%-33.7pp |
| Employer contribution / active EE | $1,983 | $5,170-61.6% | $4,617-57.0% | $4,869-59.3% |
| Participant deferral / active EE | $3,002 | $6,343-52.7% | $5,984-49.8% | $5,287-43.2% |
| Admin fee / account holder | $4,461 | $9,817-54.6% | $8,357-46.6% | $10,132-56.0% |