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 | $59,769 | $90,503-34.0% | $78,689-24.0% | $273,961-78.2% |
| Participation rate | 34.8% | 76.5%-41.7pp | 73.6%-38.8pp | 83.0%-48.2pp |
| Annual return | 22.46% | 75.60%-53.1pp | 62.18%-39.7pp | 41.45%-19.0pp |
| Employer contribution / active EE | $1,242 | $3,176-60.9% | $2,851-56.4% | $4,869-74.5% |
| Participant deferral / active EE | $2,545 | $3,901-34.8% | $3,517-27.6% | $5,287-51.9% |
| Admin fee / account holder | $703 | $5,263-86.6% | $4,510-84.4% | $10,132-93.1% |