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 | $77,962 | $124,425-37.3% | $112,040-30.4% | $137,256-43.2% |
| Participation rate | 53.8% | 79.3%-25.5pp | 76.5%-22.6pp | 80.0%-26.1pp |
| Annual return | 14.65% | 24.72%-10.1pp | 24.52%-9.9pp | 220.34%-205.7pp |
| Employer contribution / active EE | $881 | $3,411-74.2% | $2,954-70.2% | $4,156-78.8% |
| Participant deferral / active EE | $4,454 | $5,718-22.1% | $5,098-12.6% | $6,407-30.5% |
| Admin fee / account holder | $5,460 | $15,207-64.1% | $12,098-54.9% | $12,270-55.5% |