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 | $81,757 | $153,772-46.8% | $133,980-39.0% | $273,961-70.2% |
| Participation rate | 28.6% | 88.4%-59.8pp | 87.1%-58.5pp | 83.0%-54.4pp |
| Annual return | 9.03% | 36.51%-27.5pp | 29.30%-20.3pp | 41.45%-32.4pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,849 | $6,958-59.1% | $6,282-54.6% | $5,287-46.1% |
| Admin fee / account holder | $2,438 | $11,765-79.3% | $9,324-73.9% | $10,132-75.9% |