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 | $40,406 | $93,071-56.6% | $74,583-45.8% | $273,961-85.3% |
| Participation rate | 53.3% | 74.9%-21.6pp | 68.1%-14.8pp | 83.0%-29.7pp |
| Annual return | 6.31% | 26.18%-19.9pp | 20.47%-14.2pp | 41.45%-35.1pp |
| Employer contribution / active EE | $684 | $3,160-78.3% | $2,525-72.9% | $4,869-85.9% |
| Participant deferral / active EE | $3,274 | $4,160-21.3% | $3,458-5.3% | $5,287-38.1% |
| Admin fee / account holder | $372 | $5,272-92.9% | $4,138-91.0% | $10,132-96.3% |