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 | $70,080 | $90,503-22.6% | $78,689-10.9% | $273,961-74.4% |
| Participation rate | 60.0% | 76.5%-16.5pp | 73.6%-13.6pp | 83.0%-23.0pp |
| Annual return | 3.42% | 75.60%-72.2pp | 62.18%-58.8pp | 41.45%-38.0pp |
| Employer contribution / active EE | $954 | $3,176-70.0% | $2,851-66.5% | $4,869-80.4% |
| Participant deferral / active EE | $1,908 | $3,901-51.1% | $3,517-45.7% | $5,287-63.9% |
| Admin fee / account holder | $7,370 | $5,263+40.0% | $4,510+63.4% | $10,132-27.3% |