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 | $31,399 | $153,311-79.5% | $109,313-71.3% | $273,961-88.5% |
| Participation rate | 64.3% | 80.1%-15.8pp | 71.3%-7.0pp | 83.0%-18.7pp |
| Annual return | 5.12% | 29.86%-24.7pp | 22.07%-16.9pp | 41.45%-36.3pp |
| Employer contribution / active EE | $1,497 | $5,619-73.4% | $3,892-61.5% | $4,869-69.2% |
| Participant deferral / active EE | $3,090 | $3,932-21.4% | $3,166-2.4% | $5,287-41.6% |
| Admin fee / account holder | $6,140 | $8,076-24.0% | $5,666+8.4% | $10,132-39.4% |