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 | $45,007 | $99,341-54.7% | $84,750-46.9% | $273,961-83.6% |
| Participation rate | 44.4% | 80.7%-36.2pp | 76.6%-32.1pp | 83.0%-38.6pp |
| Annual return | 6.93% | 22.93%-16.0pp | 22.78%-15.8pp | 41.45%-34.5pp |
| Employer contribution / active EE | $694 | $4,214-83.5% | $3,574-80.6% | $4,869-85.8% |
| Participant deferral / active EE | $1,176 | $4,269-72.5% | $3,712-68.3% | $5,287-77.8% |
| Admin fee / account holder | $399 | $6,644-94.0% | $5,332-92.5% | $10,132-96.1% |