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 | $32,738 | $90,503-63.8% | $78,689-58.4% | $273,961-88.1% |
| Participation rate | 61.1% | 76.5%-15.4pp | 73.6%-12.5pp | 83.0%-21.9pp |
| Annual return | 5.91% | 75.60%-69.7pp | 62.18%-56.3pp | 41.45%-35.5pp |
| Employer contribution / active EE | $1,280 | $3,176-59.7% | $2,851-55.1% | $4,869-73.7% |
| Participant deferral / active EE | $3,151 | $3,901-19.2% | $3,517-10.4% | $5,287-40.4% |
| Admin fee / account holder | $2,198 | $5,263-58.2% | $4,510-51.3% | $10,132-78.3% |