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 | $57,128 | $90,503-36.9% | $78,689-27.4% | $273,961-79.1% |
| Participation rate | 54.5% | 76.5%-22.0pp | 73.6%-19.0pp | 83.0%-28.5pp |
| Annual return | 7.44% | 75.60%-68.2pp | 62.18%-54.7pp | 41.45%-34.0pp |
| Employer contribution / active EE | $1,014 | $3,176-68.1% | $2,851-64.4% | $4,869-79.2% |
| Participant deferral / active EE | $1,757 | $3,901-55.0% | $3,517-50.0% | $5,287-66.8% |
| Admin fee / account holder | $1,055 | $5,263-80.0% | $4,510-76.6% | $10,132-89.6% |