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 | $59,411 | $90,503-34.4% | $78,689-24.5% | $273,961-78.3% |
| Participation rate | 43.5% | 76.5%-33.0pp | 73.6%-30.1pp | 83.0%-39.5pp |
| Annual return | 10.25% | 75.60%-65.3pp | 62.18%-51.9pp | 41.45%-31.2pp |
| Employer contribution / active EE | $194 | $3,176-93.9% | $2,851-93.2% | $4,869-96.0% |
| Participant deferral / active EE | $1,936 | $3,901-50.4% | $3,517-45.0% | $5,287-63.4% |
| Admin fee / account holder | $4,643 | $5,263-11.8% | $4,510+2.9% | $10,132-54.2% |