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 | $33,618 | $214,378-84.3% | $200,582-83.2% | $142,382-76.4% |
| Participation rate | 44.4% | 87.4%-43.0pp | 86.9%-42.4pp | 80.1%-35.7pp |
| Annual return | 19.50% | 46.41%-26.9pp | 42.33%-22.8pp | 217.08%-197.6pp |
| Employer contribution / active EE | $2,144 | $6,841-68.7% | $6,419-66.6% | $4,299-50.1% |
| Participant deferral / active EE | $3,747 | $9,865-62.0% | $9,331-59.8% | $6,507-42.4% |
| Admin fee / account holder | $1,587 | $17,692-91.0% | $16,305-90.3% | $12,624-87.4% |