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 | $56,110 | $56,277-0.3% | $80,975-30.7% | $62,891-10.8% |
| Participation rate | 61.5% | 69.0%-7.4pp | 75.8%-14.3pp | 69.3%-7.8pp |
| Annual return | 6.40% | 22.12%-15.7pp | 17.10%-10.7pp | 20.14%-13.7pp |
| Employer contribution / active EE | $433 | $1,943-77.7% | $3,714-88.3% | $2,281-81.0% |
| Participant deferral / active EE | $2,107 | $4,195-49.8% | $5,696-63.0% | $3,203-34.2% |
| Admin fee / account holder | $7,334 | $3,741+96.1% | $5,516+33.0% | $4,296+70.7% |