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 | $61,685 | $83,337-26.0% | $67,834-9.1% | $273,961-77.5% |
| Participation rate | 47.4% | 76.4%-29.1pp | 68.8%-21.4pp | 83.0%-35.6pp |
| Annual return | 6.97% | 259.45%-252.5pp | 138.47%-131.5pp | 41.45%-34.5pp |
| Employer contribution / active EE | $745 | $3,287-77.3% | $2,403-69.0% | $4,869-84.7% |
| Participant deferral / active EE | $2,378 | $4,088-41.8% | $3,160-24.7% | $5,287-55.0% |
| Admin fee / account holder | $1,398 | $6,752-79.3% | $4,622-69.8% | $10,132-86.2% |