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 | $32,663 | $181,894-82.0% | $156,549-79.1% | $273,961-88.1% |
| Participation rate | 59.1% | 88.4%-29.3pp | 84.0%-24.9pp | 83.0%-23.9pp |
| Annual return | 4.39% | 30.74%-26.3pp | 32.23%-27.8pp | 41.45%-37.1pp |
| Employer contribution / active EE | $2,015 | $6,248-67.8% | $5,501-63.4% | $4,869-58.6% |
| Participant deferral / active EE | $3,433 | $5,550-38.1% | $4,871-29.5% | $5,287-35.1% |
| Admin fee / account holder | $9,708 | $15,559-37.6% | $13,027-25.5% | $10,132-4.2% |