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 | $53,339 | $215,361-75.2% | $171,082-68.8% | $273,961-80.5% |
| Participation rate | 69.2% | 82.0%-12.8pp | 76.7%-7.5pp | 83.0%-13.8pp |
| Annual return | 5.41% | 25.14%-19.7pp | 32.56%-27.1pp | 41.45%-36.0pp |
| Employer contribution / active EE | $885 | $4,967-82.2% | $4,002-77.9% | $4,869-81.8% |
| Participant deferral / active EE | $3,648 | $5,543-34.2% | $4,797-24.0% | $5,287-31.0% |
| Admin fee / account holder | $1,997 | $10,846-81.6% | $8,520-76.6% | $10,132-80.3% |