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 | $39,943 | $215,361-81.5% | $171,082-76.7% | $273,961-85.4% |
| Participation rate | 65.2% | 82.0%-16.8pp | 76.7%-11.5pp | 83.0%-17.8pp |
| Annual return | 2.84% | 25.14%-22.3pp | 32.56%-29.7pp | 41.45%-38.6pp |
| Employer contribution / active EE | $1,735 | $4,967-65.1% | $4,002-56.7% | $4,869-64.4% |
| Participant deferral / active EE | $3,459 | $5,543-37.6% | $4,797-27.9% | $5,287-34.6% |
| Admin fee / account holder | $50,359 | $10,846+364.3% | $8,520+491.1% | $10,132+397.0% |