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 | $67,777 | $103,949-34.8% | $69,182-2.0% | $273,961-75.3% |
| Participation rate | 31.3% | 67.4%-36.1pp | 55.1%-23.9pp | 83.0%-51.8pp |
| Annual return | 9.00% | 35.28%-26.3pp | -21.93%+30.9pp | 41.45%-32.5pp |
| Employer contribution / active EE | $782 | $1,783-56.2% | $1,206-35.2% | $4,869-83.9% |
| Participant deferral / active EE | $2,272 | $2,716-16.4% | $1,897+19.8% | $5,287-57.0% |
| Admin fee / account holder | $773 | $3,671-79.0% | $2,697-71.4% | $10,132-92.4% |