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 | $72,313 | $215,361-66.4% | $171,082-57.7% | $273,961-73.6% |
| Participation rate | 58.8% | 82.0%-23.2pp | 76.7%-17.9pp | 83.0%-24.2pp |
| Annual return | 6.64% | 25.14%-18.5pp | 32.56%-25.9pp | 41.45%-34.8pp |
| Employer contribution / active EE | $625 | $4,967-87.4% | $4,002-84.4% | $4,869-87.2% |
| Participant deferral / active EE | $2,471 | $5,543-55.4% | $4,797-48.5% | $5,287-53.3% |
| Admin fee / account holder | $3,749 | $10,846-65.4% | $8,520-56.0% | $10,132-63.0% |