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 | $37,312 | $135,952-72.6% | $123,892-69.9% | $273,961-86.4% |
| Participation rate | 33.3% | 84.1%-50.7pp | 81.4%-48.1pp | 83.0%-49.7pp |
| Annual return | 12.35% | 56.63%-44.3pp | 47.52%-35.2pp | 41.45%-29.1pp |
| Employer contribution / active EE | $3,440 | $5,170-33.5% | $4,617-25.5% | $4,869-29.3% |
| Participant deferral / active EE | $3,486 | $6,343-45.0% | $5,984-41.7% | $5,287-34.1% |
| Admin fee / account holder | $856 | $9,817-91.3% | $8,357-89.8% | $10,132-91.6% |