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 | $64,955 | $215,361-69.8% | $171,082-62.0% | $273,961-76.3% |
| Participation rate | 63.2% | 82.0%-18.9pp | 76.7%-13.5pp | 83.0%-19.9pp |
| Annual return | 6.33% | 25.14%-18.8pp | 32.56%-26.2pp | 41.45%-35.1pp |
| Employer contribution / active EE | $2,515 | $4,967-49.4% | $4,002-37.2% | $4,869-48.4% |
| Participant deferral / active EE | $0 | $5,543-100.0% | $4,797-100.0% | $5,287-100.0% |
| Admin fee / account holder | $317 | $10,846-97.1% | $8,520-96.3% | $10,132-96.9% |