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 | $68,844 | $90,503-23.9% | $78,689-12.5% | $273,961-74.9% |
| Participation rate | 52.9% | 76.5%-23.6pp | 73.6%-20.6pp | 83.0%-30.1pp |
| Annual return | 6.37% | 75.60%-69.2pp | 62.18%-55.8pp | 41.45%-35.1pp |
| Employer contribution / active EE | $0 | $3,176-100.0% | $2,851-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,174 | $3,901-18.7% | $3,517-9.8% | $5,287-40.0% |
| Admin fee / account holder | $695 | $5,263-86.8% | $4,510-84.6% | $10,132-93.1% |