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 | $47,859 | $90,503-47.1% | $78,689-39.2% | $273,961-82.5% |
| Participation rate | 40.0% | 76.5%-36.5pp | 73.6%-33.6pp | 83.0%-43.0pp |
| Annual return | 6.86% | 75.60%-68.7pp | 62.18%-55.3pp | 41.45%-34.6pp |
| Employer contribution / active EE | $1,125 | $3,176-64.6% | $2,851-60.5% | $4,869-76.9% |
| Participant deferral / active EE | $2,267 | $3,901-41.9% | $3,517-35.5% | $5,287-57.1% |
| Admin fee / account holder | $494 | $5,263-90.6% | $4,510-89.0% | $10,132-95.1% |