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 | $67,102 | $135,952-50.6% | $123,892-45.8% | $273,961-75.5% |
| Participation rate | 40.0% | 84.1%-44.1pp | 81.4%-41.4pp | 83.0%-43.0pp |
| Annual return | 10.89% | 56.63%-45.7pp | 47.52%-36.6pp | 41.45%-30.6pp |
| Employer contribution / active EE | $5,300 | $5,170+2.5% | $4,617+14.8% | $4,869+8.9% |
| Participant deferral / active EE | $8,021 | $6,343+26.5% | $5,984+34.0% | $5,287+51.7% |
| Admin fee / account holder | $402 | $9,817-95.9% | $8,357-95.2% | $10,132-96.0% |