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 | $70,752 | $93,346-24.2% | $71,796-1.5% | $273,961-74.2% |
| Participation rate | 58.3% | 76.5%-18.2pp | 69.1%-10.8pp | 83.0%-24.7pp |
| Annual return | 8.23% | 130.39%-122.2pp | 78.04%-69.8pp | 41.45%-33.2pp |
| Employer contribution / active EE | $1,430 | $2,733-47.7% | $1,924-25.7% | $4,869-70.6% |
| Participant deferral / active EE | $4,179 | $3,475+20.3% | $2,794+49.6% | $5,287-21.0% |
| Admin fee / account holder | $9,409 | $6,571+43.2% | $4,815+95.4% | $10,132-7.1% |