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 | $50,911 | $181,894-72.0% | $156,549-67.5% | $273,961-81.4% |
| Participation rate | 44.4% | 88.4%-43.9pp | 84.0%-39.6pp | 83.0%-38.6pp |
| Annual return | 7.39% | 30.74%-23.4pp | 32.23%-24.8pp | 41.45%-34.1pp |
| Employer contribution / active EE | $1,890 | $6,248-69.8% | $5,501-65.6% | $4,869-61.2% |
| Participant deferral / active EE | $2,712 | $5,550-51.1% | $4,871-44.3% | $5,287-48.7% |
| Admin fee / account holder | $1,550 | $15,559-90.0% | $13,027-88.1% | $10,132-84.7% |