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 | $13,898 | $90,503-84.6% | $78,689-82.3% | $273,961-94.9% |
| Participation rate | 46.2% | 76.5%-30.4pp | 73.6%-27.4pp | 83.0%-36.9pp |
| Annual return | 9.92% | 75.60%-65.7pp | 62.18%-52.3pp | 41.45%-31.5pp |
| Employer contribution / active EE | $1,539 | $3,176-51.5% | $2,851-46.0% | $4,869-68.4% |
| Participant deferral / active EE | $3,217 | $3,901-17.5% | $3,517-8.5% | $5,287-39.2% |
| Admin fee / account holder | $923 | $5,263-82.5% | $4,510-79.5% | $10,132-90.9% |