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 | $51,053 | $153,311-66.7% | $109,313-53.3% | $273,961-81.4% |
| Participation rate | 37.5% | 80.1%-42.6pp | 71.3%-33.8pp | 83.0%-45.5pp |
| Annual return | 6.51% | 29.86%-23.3pp | 22.07%-15.6pp | 41.45%-34.9pp |
| Employer contribution / active EE | $2,292 | $5,619-59.2% | $3,892-41.1% | $4,869-52.9% |
| Participant deferral / active EE | $1,375 | $3,932-65.0% | $3,166-56.6% | $5,287-74.0% |
| Admin fee / account holder | $530 | $8,076-93.4% | $5,666-90.6% | $10,132-94.8% |