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 | $52,187 | $135,952-61.6% | $123,892-57.9% | $273,961-81.0% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 5.39% | 56.63%-51.2pp | 47.52%-42.1pp | 41.45%-36.1pp |
| Employer contribution / active EE | $997 | $5,170-80.7% | $4,617-78.4% | $4,869-79.5% |
| Participant deferral / active EE | $7,189 | $6,343+13.3% | $5,984+20.1% | $5,287+36.0% |
| Admin fee / account holder | $4,621 | $9,817-52.9% | $8,357-44.7% | $10,132-54.4% |