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 | $55,472 | $215,361-74.2% | $171,082-67.6% | $273,961-79.8% |
| Participation rate | 61.5% | 82.0%-20.5pp | 76.7%-15.2pp | 83.0%-21.5pp |
| Annual return | 3.70% | 25.14%-21.4pp | 32.56%-28.9pp | 41.45%-37.8pp |
| Employer contribution / active EE | $795 | $4,967-84.0% | $4,002-80.1% | $4,869-83.7% |
| Participant deferral / active EE | $2,137 | $5,543-61.4% | $4,797-55.5% | $5,287-59.6% |
| Admin fee / account holder | $3,449 | $10,846-68.2% | $8,520-59.5% | $10,132-66.0% |