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 | $36,927 | $215,361-82.9% | $171,082-78.4% | $273,961-86.5% |
| Participation rate | 63.2% | 82.0%-18.9pp | 76.7%-13.5pp | 83.0%-19.9pp |
| Annual return | 7.07% | 25.14%-18.1pp | 32.56%-25.5pp | 41.45%-34.4pp |
| Employer contribution / active EE | $1,636 | $4,967-67.1% | $4,002-59.1% | $4,869-66.4% |
| Participant deferral / active EE | $1,616 | $5,543-70.8% | $4,797-66.3% | $5,287-69.4% |
| Admin fee / account holder | $728 | $10,846-93.3% | $8,520-91.5% | $10,132-92.8% |