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 | $56,482 | $93,071-39.3% | $74,583-24.3% | $273,961-79.4% |
| Participation rate | 10.0% | 74.9%-64.9pp | 68.1%-58.1pp | 83.0%-73.0pp |
| Annual return | 13.24% | 26.18%-12.9pp | 20.47%-7.2pp | 41.45%-28.2pp |
| Employer contribution / active EE | $151 | $3,160-95.2% | $2,525-94.0% | $4,869-96.9% |
| Participant deferral / active EE | $1,804 | $4,160-56.6% | $3,458-47.8% | $5,287-65.9% |
| Admin fee / account holder | $663 | $5,272-87.4% | $4,138-84.0% | $10,132-93.5% |