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 | $61,167 | $105,630-42.1% | $87,507-30.1% | $273,961-77.7% |
| Participation rate | 33.3% | 78.2%-44.9pp | 73.8%-40.5pp | 83.0%-49.7pp |
| Annual return | 10.77% | 12.25%-1.5pp | 12.21%-1.4pp | 41.45%-30.7pp |
| Employer contribution / active EE | $1,161 | $3,141-63.0% | $2,550-54.5% | $4,869-76.2% |
| Participant deferral / active EE | $4,121 | $3,601+14.5% | $3,149+30.9% | $5,287-22.1% |
| Admin fee / account holder | $310 | $4,781-93.5% | $4,221-92.6% | $10,132-96.9% |