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 | $63,208 | $90,503-30.2% | $78,689-19.7% | $273,961-76.9% |
| Participation rate | 66.7% | 76.5%-9.9pp | 73.6%-6.9pp | 83.0%-16.3pp |
| Annual return | 5.24% | 75.60%-70.4pp | 62.18%-56.9pp | 41.45%-36.2pp |
| Employer contribution / active EE | $780 | $3,176-75.4% | $2,851-72.6% | $4,869-84.0% |
| Participant deferral / active EE | $1,246 | $3,901-68.1% | $3,517-64.6% | $5,287-76.4% |
| Admin fee / account holder | $1,056 | $5,263-79.9% | $4,510-76.6% | $10,132-89.6% |