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 | $56,099 | $90,503-38.0% | $78,689-28.7% | $273,961-79.5% |
| Participation rate | 66.7% | 76.5%-9.9pp | 73.6%-6.9pp | 83.0%-16.3pp |
| Annual return | 3.25% | 75.60%-72.4pp | 62.18%-58.9pp | 41.45%-38.2pp |
| Employer contribution / active EE | $420 | $3,176-86.8% | $2,851-85.3% | $4,869-91.4% |
| Participant deferral / active EE | $1,050 | $3,901-73.1% | $3,517-70.1% | $5,287-80.1% |
| Admin fee / account holder | $1,128 | $5,263-78.6% | $4,510-75.0% | $10,132-88.9% |