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 | $54,195 | $153,311-64.7% | $109,313-50.4% | $273,961-80.2% |
| Participation rate | 65.2% | 80.1%-14.9pp | 71.3%-6.0pp | 83.0%-17.8pp |
| Annual return | 4.39% | 29.86%-25.5pp | 22.07%-17.7pp | 41.45%-37.1pp |
| Employer contribution / active EE | $1,141 | $5,619-79.7% | $3,892-70.7% | $4,869-76.6% |
| Participant deferral / active EE | $2,898 | $3,932-26.3% | $3,166-8.5% | $5,287-45.2% |
| Admin fee / account holder | $8,527 | $8,076+5.6% | $5,666+50.5% | $10,132-15.8% |