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 | $60,391 | $153,772-60.7% | $133,980-54.9% | $273,961-78.0% |
| Participation rate | 68.8% | 88.4%-19.6pp | 87.1%-18.3pp | 83.0%-14.3pp |
| Annual return | 6.38% | 36.51%-30.1pp | 29.30%-22.9pp | 41.45%-35.1pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,049 | $6,958-27.4% | $6,282-19.6% | $5,287-4.5% |
| Admin fee / account holder | $8,458 | $11,765-28.1% | $9,324-9.3% | $10,132-16.5% |