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 | $36,130 | $181,894-80.1% | $156,549-76.9% | $273,961-86.8% |
| Participation rate | 50.0% | 88.4%-38.4pp | 84.0%-34.0pp | 83.0%-33.0pp |
| Annual return | 10.74% | 30.74%-20.0pp | 32.23%-21.5pp | 41.45%-30.7pp |
| Employer contribution / active EE | $1,580 | $6,248-74.7% | $5,501-71.3% | $4,869-67.5% |
| Participant deferral / active EE | $4,574 | $5,550-17.6% | $4,871-6.1% | $5,287-13.5% |
| Admin fee / account holder | $3,989 | $15,559-74.4% | $13,027-69.4% | $10,132-60.6% |