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 | $35,492 | $135,952-73.9% | $123,892-71.4% | $273,961-87.0% |
| Participation rate | 65.0% | 84.1%-19.1pp | 81.4%-16.4pp | 83.0%-18.0pp |
| Annual return | 7.03% | 56.63%-49.6pp | 47.52%-40.5pp | 41.45%-34.4pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,574 | $6,343-59.4% | $5,984-57.0% | $5,287-51.3% |
| Admin fee / account holder | $8,217 | $9,817-16.3% | $8,357-1.7% | $10,132-18.9% |