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 | $18,629 | $48,076-61.3% | $78,689-76.3% | $62,891-70.4% |
| Participation rate | 58.8% | 65.2%-6.5pp | 73.6%-14.8pp | 69.3%-10.6pp |
| Annual return | 5.47% | 31.35%-25.9pp | 62.18%-56.7pp | 20.14%-14.7pp |
| Employer contribution / active EE | $704 | $2,015-65.1% | $2,851-75.3% | $2,281-69.2% |
| Participant deferral / active EE | $1,443 | $2,588-44.2% | $3,517-59.0% | $3,203-55.0% |
| Admin fee / account holder | $2,622 | $3,207-18.3% | $4,510-41.9% | $4,296-39.0% |