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 | $32,807 | $77,634-57.7% | $156,549-79.0% | $62,891-47.8% |
| Participation rate | 63.9% | 71.2%-7.3pp | 84.0%-20.1pp | 69.3%-5.4pp |
| Annual return | 8.57% | 50.32%-41.7pp | 32.23%-23.7pp | 20.14%-11.6pp |
| Employer contribution / active EE | $1,152 | $3,444-66.6% | $5,501-79.1% | $2,281-49.5% |
| Participant deferral / active EE | $1,832 | $3,045-39.8% | $4,871-62.4% | $3,203-42.8% |
| Admin fee / account holder | $671 | $5,561-87.9% | $13,027-94.8% | $4,296-84.4% |