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 | $36,680 | $153,311-76.1% | $109,313-66.4% | $273,961-86.6% |
| Participation rate | 63.2% | 80.1%-16.9pp | 71.3%-8.1pp | 83.0%-19.9pp |
| Annual return | 7.52% | 29.86%-22.3pp | 22.07%-14.5pp | 41.45%-33.9pp |
| Employer contribution / active EE | $1,352 | $5,619-75.9% | $3,892-65.3% | $4,869-72.2% |
| Participant deferral / active EE | $2,485 | $3,932-36.8% | $3,166-21.5% | $5,287-53.0% |
| Admin fee / account holder | $3,265 | $8,076-59.6% | $5,666-42.4% | $10,132-67.8% |