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 | $27,980 | $215,361-87.0% | $171,082-83.6% | $273,961-89.8% |
| Participation rate | 58.3% | 82.0%-23.7pp | 76.7%-18.4pp | 83.0%-24.7pp |
| Annual return | 3.74% | 25.14%-21.4pp | 32.56%-28.8pp | 41.45%-37.7pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,718 | $5,543+3.2% | $4,797+19.2% | $5,287+8.2% |
| Admin fee / account holder | $30,392 | $10,846+180.2% | $8,520+256.7% | $10,132+200.0% |