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 | $39,055 | $90,503-56.8% | $78,689-50.4% | $273,961-85.7% |
| Participation rate | 58.3% | 76.5%-18.2pp | 73.6%-15.2pp | 83.0%-24.7pp |
| Annual return | 8.00% | 75.60%-67.6pp | 62.18%-54.2pp | 41.45%-33.4pp |
| Employer contribution / active EE | $1,628 | $3,176-48.7% | $2,851-42.9% | $4,869-66.6% |
| Participant deferral / active EE | $2,683 | $3,901-31.2% | $3,517-23.7% | $5,287-49.2% |
| Admin fee / account holder | $1,444 | $5,263-72.6% | $4,510-68.0% | $10,132-85.8% |