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 | $52,041 | $90,503-42.5% | $78,689-33.9% | $273,961-81.0% |
| Participation rate | 52.9% | 76.5%-23.6pp | 73.6%-20.6pp | 83.0%-30.1pp |
| Annual return | 3.23% | 75.60%-72.4pp | 62.18%-58.9pp | 41.45%-38.2pp |
| Employer contribution / active EE | $1,028 | $3,176-67.6% | $2,851-63.9% | $4,869-78.9% |
| Participant deferral / active EE | $4,340 | $3,901+11.2% | $3,517+23.4% | $5,287-17.9% |
| Admin fee / account holder | $2,165 | $5,263-58.9% | $4,510-52.0% | $10,132-78.6% |