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 | $27,186 | $215,361-87.4% | $171,082-84.1% | $273,961-90.1% |
| Participation rate | 61.5% | 82.0%-20.5pp | 76.7%-15.2pp | 83.0%-21.5pp |
| Annual return | 6.03% | 25.14%-19.1pp | 32.56%-26.5pp | 41.45%-35.4pp |
| Employer contribution / active EE | $1,836 | $4,967-63.0% | $4,002-54.1% | $4,869-62.3% |
| Participant deferral / active EE | $5,496 | $5,543-0.8% | $4,797+14.6% | $5,287+4.0% |
| Admin fee / account holder | $3,165 | $10,846-70.8% | $8,520-62.9% | $10,132-68.8% |