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 | $78,204 | $153,311-49.0% | $109,313-28.5% | $273,961-71.5% |
| Participation rate | 40.0% | 80.1%-40.1pp | 71.3%-31.3pp | 83.0%-43.0pp |
| Annual return | 8.35% | 29.86%-21.5pp | 22.07%-13.7pp | 41.45%-33.1pp |
| Employer contribution / active EE | $352 | $5,619-93.7% | $3,892-91.0% | $4,869-92.8% |
| Participant deferral / active EE | $2,503 | $3,932-36.4% | $3,166-21.0% | $5,287-52.7% |
| Admin fee / account holder | $2,742 | $8,076-66.0% | $5,666-51.6% | $10,132-72.9% |