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 | $63,727 | $90,503-29.6% | $78,689-19.0% | $273,961-76.7% |
| Participation rate | 35.3% | 76.5%-41.2pp | 73.6%-38.3pp | 83.0%-47.7pp |
| Annual return | 8.46% | 75.60%-67.1pp | 62.18%-53.7pp | 41.45%-33.0pp |
| Employer contribution / active EE | $943 | $3,176-70.3% | $2,851-66.9% | $4,869-80.6% |
| Participant deferral / active EE | $3,195 | $3,901-18.1% | $3,517-9.1% | $5,287-39.6% |
| Admin fee / account holder | $9,302 | $5,263+76.7% | $4,510+106.2% | $10,132-8.2% |