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 | $86,986 | $135,952-36.0% | $123,892-29.8% | $273,961-68.2% |
| Participation rate | 64.7% | 84.1%-19.4pp | 81.4%-16.7pp | 83.0%-18.3pp |
| Annual return | 5.36% | 56.63%-51.3pp | 47.52%-42.2pp | 41.45%-36.1pp |
| Employer contribution / active EE | $1,028 | $5,170-80.1% | $4,617-77.7% | $4,869-78.9% |
| Participant deferral / active EE | $3,313 | $6,343-47.8% | $5,984-44.6% | $5,287-37.3% |
| Admin fee / account holder | $693 | $9,817-92.9% | $8,357-91.7% | $10,132-93.2% |