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 | $31,951 | $215,361-85.2% | $171,082-81.3% | $273,961-88.3% |
| Participation rate | 28.6% | 82.0%-53.5pp | 76.7%-48.1pp | 83.0%-54.4pp |
| Annual return | 5.88% | 25.14%-19.3pp | 32.56%-26.7pp | 41.45%-35.6pp |
| Employer contribution / active EE | $357 | $4,967-92.8% | $4,002-91.1% | $4,869-92.7% |
| Participant deferral / active EE | $1,060 | $5,543-80.9% | $4,797-77.9% | $5,287-80.0% |
| Admin fee / account holder | $6,420 | $10,846-40.8% | $8,520-24.6% | $10,132-36.6% |