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 | $68,712 | $68,7190% | $91,541-24.9% | $84,808-19.0% |
| Participation rate | 36.9% | 64.5%-27.6pp | 69.8%-32.9pp | 68.3%-31.4pp |
| Annual return | 18.16% | 19.12%-1.0pp | 20.50%-2.3pp | 40.90%-22.7pp |
| Employer contribution / active EE | $1,497 | $1,920-22.0% | $2,505-40.2% | $2,631-43.1% |
| Participant deferral / active EE | $2,250 | $3,136-28.2% | $4,008-43.9% | $4,212-46.6% |
| Admin fee / account holder | $3,593 | $5,786-37.9% | $6,956-48.4% | $7,344-51.1% |