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 | $44,827 | $228,332-80.4% | $185,823-75.9% | $158,922-71.8% |
| Participation rate | 45.5% | 82.3%-36.8pp | 78.0%-32.6pp | 82.0%-36.5pp |
| Annual return | 7.67% | 40.80%-33.1pp | 35.95%-28.3pp | 302.83%-295.2pp |
| Employer contribution / active EE | $954 | $4,967-80.8% | $4,087-76.7% | $4,761-80.0% |
| Participant deferral / active EE | $4,550 | $6,415-29.1% | $5,632-19.2% | $5,982-23.9% |
| Admin fee / account holder | $5,427 | $11,864-54.3% | $9,500-42.9% | $11,246-51.7% |