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 | $53,285 | $181,894-70.7% | $156,549-66.0% | $273,961-80.6% |
| Participation rate | 61.1% | 88.4%-27.3pp | 84.0%-22.9pp | 83.0%-21.9pp |
| Annual return | 7.11% | 30.74%-23.6pp | 32.23%-25.1pp | 41.45%-34.3pp |
| Employer contribution / active EE | $1,501 | $6,248-76.0% | $5,501-72.7% | $4,869-69.2% |
| Participant deferral / active EE | $3,281 | $5,550-40.9% | $4,871-32.6% | $5,287-37.9% |
| Admin fee / account holder | $2,798 | $15,559-82.0% | $13,027-78.5% | $10,132-72.4% |