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 | $24,829 | $99,341-75.0% | $84,750-70.7% | $273,961-90.9% |
| Participation rate | 41.2% | 80.7%-39.5pp | 76.6%-35.4pp | 83.0%-41.8pp |
| Annual return | 5.24% | 22.93%-17.7pp | 22.78%-17.5pp | 41.45%-36.2pp |
| Employer contribution / active EE | $809 | $4,214-80.8% | $3,574-77.4% | $4,869-83.4% |
| Participant deferral / active EE | $1,200 | $4,269-71.9% | $3,712-67.7% | $5,287-77.3% |
| Admin fee / account holder | $4,694 | $6,644-29.4% | $5,332-12.0% | $10,132-53.7% |