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 | $39,328 | $159,602-75.4% | $150,045-73.8% | $142,382-72.4% |
| Participation rate | 38.1% | 84.0%-45.9pp | 82.3%-44.2pp | 80.1%-42.0pp |
| Annual return | 15.35% | 70.24%-54.9pp | 62.55%-47.2pp | 217.08%-201.7pp |
| Employer contribution / active EE | $1,290 | $4,961-74.0% | $4,693-72.5% | $4,299-70.0% |
| Participant deferral / active EE | $5,541 | $8,310-33.3% | $7,997-30.7% | $6,507-14.8% |
| Admin fee / account holder | $10,087 | $14,846-32.1% | $13,435-24.9% | $12,624-20.1% |