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 | $27,780 | $215,361-87.1% | $171,082-83.8% | $273,961-89.9% |
| Participation rate | 45.5% | 82.0%-36.6pp | 76.7%-31.2pp | 83.0%-37.6pp |
| Annual return | 23.01% | 25.14%-2.1pp | 32.56%-9.5pp | 41.45%-18.4pp |
| Employer contribution / active EE | $1,424 | $4,967-71.3% | $4,002-64.4% | $4,869-70.7% |
| Participant deferral / active EE | $3,552 | $5,543-35.9% | $4,797-26.0% | $5,287-32.8% |
| Admin fee / account holder | $384 | $10,846-96.5% | $8,520-95.5% | $10,132-96.2% |