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 | $34,570 | $135,952-74.6% | $123,892-72.1% | $273,961-87.4% |
| Participation rate | 56.3% | 84.1%-27.8pp | 81.4%-25.2pp | 83.0%-26.8pp |
| Annual return | 7.70% | 56.63%-48.9pp | 47.52%-39.8pp | 41.45%-33.8pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,168 | $6,343-65.8% | $5,984-63.8% | $5,287-59.0% |
| Admin fee / account holder | $860 | $9,817-91.2% | $8,357-89.7% | $10,132-91.5% |