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 | $128,967 | $181,894-29.1% | $156,549-17.6% | $273,961-52.9% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | 4.27% | 30.74%-26.5pp | 32.23%-28.0pp | 41.45%-37.2pp |
| Employer contribution / active EE | $3,789 | $6,248-39.4% | $5,501-31.1% | $4,869-22.2% |
| Participant deferral / active EE | $9,576 | $5,550+72.5% | $4,871+96.6% | $5,287+81.1% |
| Admin fee / account holder | $3,204 | $15,559-79.4% | $13,027-75.4% | $10,132-68.4% |