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 | $53,665 | $215,361-75.1% | $171,082-68.6% | $273,961-80.4% |
| Participation rate | 55.6% | 82.0%-26.5pp | 76.7%-21.1pp | 83.0%-27.5pp |
| Annual return | 3.74% | 25.14%-21.4pp | 32.56%-28.8pp | 41.45%-37.7pp |
| Employer contribution / active EE | $362 | $4,967-92.7% | $4,002-91.0% | $4,869-92.6% |
| Participant deferral / active EE | $2,782 | $5,543-49.8% | $4,797-42.0% | $5,287-47.4% |
| Admin fee / account holder | $6,087 | $10,846-43.9% | $8,520-28.6% | $10,132-39.9% |