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 | $36,002 | $90,503-60.2% | $78,689-54.2% | $273,961-86.9% |
| Participation rate | 45.0% | 76.5%-31.5pp | 73.6%-28.6pp | 83.0%-38.0pp |
| Annual return | 11.73% | 75.60%-63.9pp | 62.18%-50.4pp | 41.45%-29.7pp |
| Employer contribution / active EE | $871 | $3,176-72.6% | $2,851-69.5% | $4,869-82.1% |
| Participant deferral / active EE | $2,812 | $3,901-27.9% | $3,517-20.0% | $5,287-46.8% |
| Admin fee / account holder | $8,503 | $5,263+61.6% | $4,510+88.5% | $10,132-16.1% |