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 | $25,644 | $90,503-71.7% | $78,689-67.4% | $273,961-90.6% |
| Participation rate | 37.5% | 76.5%-39.0pp | 73.6%-36.1pp | 83.0%-45.5pp |
| Annual return | 8.50% | 75.60%-67.1pp | 62.18%-53.7pp | 41.45%-32.9pp |
| Employer contribution / active EE | $489 | $3,176-84.6% | $2,851-82.9% | $4,869-90.0% |
| Participant deferral / active EE | $879 | $3,901-77.5% | $3,517-75.0% | $5,287-83.4% |
| Admin fee / account holder | $1,181 | $5,263-77.6% | $4,510-73.8% | $10,132-88.3% |