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 | $31,592 | $135,952-76.8% | $123,892-74.5% | $273,961-88.5% |
| Participation rate | 20.0% | 84.1%-64.1pp | 81.4%-61.4pp | 83.0%-63.0pp |
| Annual return | 18.44% | 56.63%-38.2pp | 47.52%-29.1pp | 41.45%-23.0pp |
| Employer contribution / active EE | $1,100 | $5,170-78.7% | $4,617-76.2% | $4,869-77.4% |
| Participant deferral / active EE | $3,079 | $6,343-51.5% | $5,984-48.6% | $5,287-41.8% |
| Admin fee / account holder | $881 | $9,817-91.0% | $8,357-89.5% | $10,132-91.3% |