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 | $37,303 | $135,952-72.6% | $123,892-69.9% | $273,961-86.4% |
| Participation rate | 63.6% | 84.1%-20.4pp | 81.4%-17.8pp | 83.0%-19.4pp |
| Annual return | 8.69% | 56.63%-47.9pp | 47.52%-38.8pp | 41.45%-32.8pp |
| Employer contribution / active EE | $2,582 | $5,170-50.0% | $4,617-44.1% | $4,869-47.0% |
| Participant deferral / active EE | $4,893 | $6,343-22.9% | $5,984-18.2% | $5,287-7.5% |
| Admin fee / account holder | $2,602 | $9,817-73.5% | $8,357-68.9% | $10,132-74.3% |