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 | $68,398 | $81,248-15.8% | $155,509-56.0% | $80,856-15.4% |
| Participation rate | 30.8% | 66.2%-35.5pp | 78.2%-47.4pp | 67.6%-36.9pp |
| Annual return | 14.05% | 33.31%-19.3pp | 64.67%-50.6pp | 35.59%-21.5pp |
| Employer contribution / active EE | $900 | $3,100-71.0% | $4,672-80.7% | $2,755-67.3% |
| Participant deferral / active EE | $2,839 | $3,452-17.8% | $5,626-49.5% | $4,296-33.9% |
| Admin fee / account holder | $1,090 | $7,997-86.4% | $15,912-93.1% | $6,918-84.2% |