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 | $60,791 | $215,361-71.8% | $171,082-64.5% | $273,961-77.8% |
| Participation rate | 36.4% | 82.0%-45.7pp | 76.7%-40.3pp | 83.0%-46.7pp |
| Annual return | 6.55% | 25.14%-18.6pp | 32.56%-26.0pp | 41.45%-34.9pp |
| Employer contribution / active EE | $1,467 | $4,967-70.5% | $4,002-63.3% | $4,869-69.9% |
| Participant deferral / active EE | $5,746 | $5,543+3.7% | $4,797+19.8% | $5,287+8.7% |
| Admin fee / account holder | $29,419 | $10,846+171.2% | $8,520+245.3% | $10,132+190.4% |