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 | $39,005 | $99,341-60.7% | $84,750-54.0% | $273,961-85.8% |
| Participation rate | 33.3% | 80.7%-47.4pp | 76.6%-43.3pp | 83.0%-49.7pp |
| Annual return | 5.63% | 22.93%-17.3pp | 22.78%-17.1pp | 41.45%-35.8pp |
| Employer contribution / active EE | $918 | $4,214-78.2% | $3,574-74.3% | $4,869-81.1% |
| Participant deferral / active EE | $1,799 | $4,269-57.9% | $3,712-51.5% | $5,287-66.0% |
| Admin fee / account holder | $4,655 | $6,644-29.9% | $5,332-12.7% | $10,132-54.1% |