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 | $31,994 | $181,894-82.4% | $156,549-79.6% | $273,961-88.3% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | 17.75% | 30.74%-13.0pp | 32.23%-14.5pp | 41.45%-23.7pp |
| Employer contribution / active EE | $3,678 | $6,248-41.1% | $5,501-33.1% | $4,869-24.5% |
| Participant deferral / active EE | $6,817 | $5,550+22.8% | $4,871+39.9% | $5,287+28.9% |
| Admin fee / account holder | $366 | $15,559-97.6% | $13,027-97.2% | $10,132-96.4% |