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 | $47,617 | $215,361-77.9% | $171,082-72.2% | $273,961-82.6% |
| Participation rate | 53.8% | 82.0%-28.2pp | 76.7%-22.8pp | 83.0%-29.2pp |
| Annual return | 12.82% | 25.14%-12.3pp | 32.56%-19.7pp | 41.45%-28.6pp |
| Employer contribution / active EE | $1,575 | $4,967-68.3% | $4,002-60.6% | $4,869-67.6% |
| Participant deferral / active EE | $4,752 | $5,543-14.3% | $4,797-1.0% | $5,287-10.1% |
| Admin fee / account holder | $4,149 | $10,846-61.7% | $8,520-51.3% | $10,132-59.1% |