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 | $30,746 | $90,503-66.0% | $78,689-60.9% | $273,961-88.8% |
| Participation rate | 41.7% | 76.5%-34.9pp | 73.6%-31.9pp | 83.0%-41.3pp |
| Annual return | 14.20% | 75.60%-61.4pp | 62.18%-48.0pp | 41.45%-27.3pp |
| Employer contribution / active EE | $1,079 | $3,176-66.0% | $2,851-62.1% | $4,869-77.8% |
| Participant deferral / active EE | $1,912 | $3,901-51.0% | $3,517-45.6% | $5,287-63.8% |
| Admin fee / account holder | $1,051 | $5,263-80.0% | $4,510-76.7% | $10,132-89.6% |