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 | $33,902 | $65,685-48.4% | $57,179-40.7% | $273,961-87.6% |
| Participation rate | 66.7% | 78.3%-11.7pp | 75.3%-8.7pp | 83.0%-16.3pp |
| Annual return | 9.98% | 21.99%-12.0pp | 14.59%-4.6pp | 41.45%-31.5pp |
| Employer contribution / active EE | $2,003 | $3,279-38.9% | $2,682-25.3% | $4,869-58.9% |
| Participant deferral / active EE | $2,246 | $3,782-40.6% | $3,096-27.5% | $5,287-57.5% |
| Admin fee / account holder | $1,773 | $4,835-63.3% | $3,139-43.5% | $10,132-82.5% |