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 | $72,219 | $215,361-66.5% | $171,082-57.8% | $273,961-73.6% |
| Participation rate | 52.4% | 82.0%-29.6pp | 76.7%-24.3pp | 83.0%-30.6pp |
| Annual return | 8.23% | 25.14%-16.9pp | 32.56%-24.3pp | 41.45%-33.2pp |
| Employer contribution / active EE | $747 | $4,967-85.0% | $4,002-81.3% | $4,869-84.7% |
| Participant deferral / active EE | $1,657 | $5,543-70.1% | $4,797-65.5% | $5,287-68.7% |
| Admin fee / account holder | $2,416 | $10,846-77.7% | $8,520-71.6% | $10,132-76.2% |