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 | $37,645 | $181,894-79.3% | $156,549-76.0% | $273,961-86.3% |
| Participation rate | 57.9% | 88.4%-30.5pp | 84.0%-26.1pp | 83.0%-25.1pp |
| Annual return | 12.20% | 30.74%-18.5pp | 32.23%-20.0pp | 41.45%-29.3pp |
| Employer contribution / active EE | $2,714 | $6,248-56.6% | $5,501-50.7% | $4,869-44.3% |
| Participant deferral / active EE | $5,867 | $5,550+5.7% | $4,871+20.4% | $5,287+11.0% |
| Admin fee / account holder | $3,260 | $15,559-79.0% | $13,027-75.0% | $10,132-67.8% |