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 | $79,274 | $135,952-41.7% | $123,892-36.0% | $273,961-71.1% |
| Participation rate | 47.8% | 84.1%-36.2pp | 81.4%-33.6pp | 83.0%-35.2pp |
| Annual return | 7.17% | 56.63%-49.5pp | 47.52%-40.4pp | 41.45%-34.3pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,691 | $6,343-57.6% | $5,984-55.0% | $5,287-49.1% |
| Admin fee / account holder | $4,897 | $9,817-50.1% | $8,357-41.4% | $10,132-51.7% |