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 | $45,218 | $99,341-54.5% | $84,750-46.6% | $273,961-83.5% |
| Participation rate | 40.0% | 80.7%-40.7pp | 76.6%-36.6pp | 83.0%-43.0pp |
| Annual return | 8.66% | 22.93%-14.3pp | 22.78%-14.1pp | 41.45%-32.8pp |
| Employer contribution / active EE | $920 | $4,214-78.2% | $3,574-74.3% | $4,869-81.1% |
| Participant deferral / active EE | $5,084 | $4,269+19.1% | $3,712+37.0% | $5,287-3.9% |
| Admin fee / account holder | $357 | $6,644-94.6% | $5,332-93.3% | $10,132-96.5% |