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 | $46,405 | $93,071-50.1% | $74,583-37.8% | $273,961-83.1% |
| Participation rate | 60.9% | 74.9%-14.1pp | 68.1%-7.2pp | 83.0%-22.1pp |
| Annual return | 6.72% | 26.18%-19.5pp | 20.47%-13.7pp | 41.45%-34.7pp |
| Employer contribution / active EE | $704 | $3,160-77.7% | $2,525-72.1% | $4,869-85.6% |
| Participant deferral / active EE | $4,994 | $4,160+20.1% | $3,458+44.4% | $5,287-5.5% |
| Admin fee / account holder | $14,153 | $5,272+168.4% | $4,138+242.1% | $10,132+39.7% |