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 | $48,441 | $106,515-54.5% | $96,683-49.9% | $139,434-65.3% |
| Participation rate | 52.2% | 77.8%-25.7pp | 74.3%-22.2pp | 80.3%-28.1pp |
| Annual return | 17.03% | 38.43%-21.4pp | 35.69%-18.7pp | 372.94%-355.9pp |
| Employer contribution / active EE | $929 | $4,103-77.4% | $3,737-75.1% | $4,751-80.4% |
| Participant deferral / active EE | $1,468 | $5,454-73.1% | $4,878-69.9% | $6,710-78.1% |
| Admin fee / account holder | $1,485 | $7,877-81.1% | $6,730-77.9% | $11,403-87.0% |