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 | $34,297 | $93,071-63.1% | $74,583-54.0% | $273,961-87.5% |
| Participation rate | 68.4% | 74.9%-6.5pp | 68.1%+0.3pp | 83.0%-14.6pp |
| Annual return | 3.93% | 26.18%-22.3pp | 20.47%-16.5pp | 41.45%-37.5pp |
| Employer contribution / active EE | $795 | $3,160-74.8% | $2,525-68.5% | $4,869-83.7% |
| Participant deferral / active EE | $1,909 | $4,160-54.1% | $3,458-44.8% | $5,287-63.9% |
| Admin fee / account holder | $792 | $5,272-85.0% | $4,138-80.9% | $10,132-92.2% |