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 | $57,041 | $181,894-68.6% | $156,549-63.6% | $273,961-79.2% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | 6.90% | 30.74%-23.8pp | 32.23%-25.3pp | 41.45%-34.6pp |
| Employer contribution / active EE | $3,866 | $6,248-38.1% | $5,501-29.7% | $4,869-20.6% |
| Participant deferral / active EE | $16,000 | $5,550+188.3% | $4,871+228.5% | $5,287+202.6% |
| Admin fee / account holder | $1,284 | $15,559-91.7% | $13,027-90.1% | $10,132-87.3% |