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 | $46,164 | $181,894-74.6% | $156,549-70.5% | $273,961-83.1% |
| Participation rate | 53.3% | 88.4%-35.1pp | 84.0%-30.7pp | 83.0%-29.7pp |
| Annual return | 8.07% | 30.74%-22.7pp | 32.23%-24.2pp | 41.45%-33.4pp |
| Employer contribution / active EE | $1,531 | $6,248-75.5% | $5,501-72.2% | $4,869-68.5% |
| Participant deferral / active EE | $2,417 | $5,550-56.5% | $4,871-50.4% | $5,287-54.3% |
| Admin fee / account holder | $2,814 | $15,559-81.9% | $13,027-78.4% | $10,132-72.2% |