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 | $50,695 | $181,894-72.1% | $156,549-67.6% | $273,961-81.5% |
| Participation rate | 69.6% | 88.4%-18.8pp | 84.0%-14.4pp | 83.0%-13.5pp |
| Annual return | 7.99% | 30.74%-22.7pp | 32.23%-24.2pp | 41.45%-33.5pp |
| Employer contribution / active EE | $1,356 | $6,248-78.3% | $5,501-75.3% | $4,869-72.1% |
| Participant deferral / active EE | $3,958 | $5,550-28.7% | $4,871-18.8% | $5,287-25.1% |
| Admin fee / account holder | $8,549 | $15,559-45.1% | $13,027-34.4% | $10,132-15.6% |