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 | $82,915 | $153,311-45.9% | $109,313-24.1% | $273,961-69.7% |
| Participation rate | 25.0% | 80.1%-55.1pp | 71.3%-46.3pp | 83.0%-58.0pp |
| Annual return | 5.20% | 29.86%-24.7pp | 22.07%-16.9pp | 41.45%-36.3pp |
| Employer contribution / active EE | $2,650 | $5,619-52.8% | $3,892-31.9% | $4,869-45.6% |
| Participant deferral / active EE | $4,500 | $3,932+14.4% | $3,166+42.1% | $5,287-14.9% |
| Admin fee / account holder | $1,036 | $8,076-87.2% | $5,666-81.7% | $10,132-89.8% |