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 | $35,465 | $135,952-73.9% | $123,892-71.4% | $273,961-87.1% |
| Participation rate | 40.9% | 84.1%-43.2pp | 81.4%-40.5pp | 83.0%-42.1pp |
| Annual return | 7.23% | 56.63%-49.4pp | 47.52%-40.3pp | 41.45%-34.2pp |
| Employer contribution / active EE | $1,384 | $5,170-73.2% | $4,617-70.0% | $4,869-71.6% |
| Participant deferral / active EE | $4,264 | $6,343-32.8% | $5,984-28.7% | $5,287-19.3% |
| Admin fee / account holder | $8,228 | $9,817-16.2% | $8,357-1.5% | $10,132-18.8% |