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 | $58,898 | $93,071-36.7% | $74,583-21.0% | $273,961-78.5% |
| Participation rate | 52.9% | 74.9%-22.0pp | 68.1%-15.2pp | 83.0%-30.1pp |
| Annual return | 8.60% | 26.18%-17.6pp | 20.47%-11.9pp | 41.45%-32.9pp |
| Employer contribution / active EE | $519 | $3,160-83.6% | $2,525-79.5% | $4,869-89.3% |
| Participant deferral / active EE | $3,947 | $4,160-5.1% | $3,458+14.1% | $5,287-25.3% |
| Admin fee / account holder | $16,790 | $5,272+218.5% | $4,138+305.8% | $10,132+65.7% |