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 | $37,645 | $90,503-58.4% | $78,689-52.2% | $273,961-86.3% |
| Participation rate | 63.6% | 76.5%-12.9pp | 73.6%-9.9pp | 83.0%-19.4pp |
| Annual return | 9.00% | 75.60%-66.6pp | 62.18%-53.2pp | 41.45%-32.4pp |
| Employer contribution / active EE | $1,798 | $3,176-43.4% | $2,851-36.9% | $4,869-63.1% |
| Participant deferral / active EE | $3,442 | $3,901-11.8% | $3,517-2.1% | $5,287-34.9% |
| Admin fee / account holder | $2,420 | $5,263-54.0% | $4,510-46.3% | $10,132-76.1% |