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 | $35,625 | $181,894-80.4% | $156,549-77.2% | $273,961-87.0% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | 9.17% | 30.74%-21.6pp | 32.23%-23.1pp | 41.45%-32.3pp |
| Employer contribution / active EE | $4,736 | $6,248-24.2% | $5,501-13.9% | $4,869-2.7% |
| Participant deferral / active EE | $8,083 | $5,550+45.6% | $4,871+65.9% | $5,287+52.9% |
| Admin fee / account holder | $2,305 | $15,559-85.2% | $13,027-82.3% | $10,132-77.3% |