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 | $39,207 | $90,503-56.7% | $78,689-50.2% | $273,961-85.7% |
| Participation rate | 69.2% | 76.5%-7.3pp | 73.6%-4.3pp | 83.0%-13.8pp |
| Annual return | 2.50% | 75.60%-73.1pp | 62.18%-59.7pp | 41.45%-38.9pp |
| Employer contribution / active EE | $1,926 | $3,176-39.4% | $2,851-32.4% | $4,869-60.4% |
| Participant deferral / active EE | $1,962 | $3,901-49.7% | $3,517-44.2% | $5,287-62.9% |
| Admin fee / account holder | $413 | $5,263-92.2% | $4,510-90.9% | $10,132-95.9% |