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 | $75,926 | $181,894-58.3% | $156,549-51.5% | $273,961-72.3% |
| Participation rate | 47.8% | 88.4%-40.6pp | 84.0%-36.2pp | 83.0%-35.2pp |
| Annual return | 4.34% | 30.74%-26.4pp | 32.23%-27.9pp | 41.45%-37.1pp |
| Employer contribution / active EE | $2,396 | $6,248-61.7% | $5,501-56.4% | $4,869-50.8% |
| Participant deferral / active EE | $4,292 | $5,550-22.7% | $4,871-11.9% | $5,287-18.8% |
| Admin fee / account holder | $830 | $15,559-94.7% | $13,027-93.6% | $10,132-91.8% |