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 | $125,767 | $181,894-30.9% | $156,549-19.7% | $273,961-54.1% |
| Participation rate | 64.7% | 88.4%-23.7pp | 84.0%-19.3pp | 83.0%-18.3pp |
| Annual return | 8.96% | 30.74%-21.8pp | 32.23%-23.3pp | 41.45%-32.5pp |
| Employer contribution / active EE | $7,836 | $6,248+25.4% | $5,501+42.4% | $4,869+60.9% |
| Participant deferral / active EE | $4,412 | $5,550-20.5% | $4,871-9.4% | $5,287-16.6% |
| Admin fee / account holder | $729 | $15,559-95.3% | $13,027-94.4% | $10,132-92.8% |