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 9-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 | $35,076 | $215,361-83.7% | $171,082-79.5% | $273,961-87.2% |
| Participation rate | 33.3% | 82.0%-48.7pp | 76.7%-43.4pp | 83.0%-49.7pp |
| Annual return | 5.39% | 25.14%-19.7pp | 32.56%-27.2pp | 41.45%-36.1pp |
| Employer contribution / active EE | $830 | $4,967-83.3% | $4,002-79.3% | $4,869-83.0% |
| Participant deferral / active EE | $1,121 | $5,543-79.8% | $4,797-76.6% | $5,287-78.8% |
| Admin fee / account holder | $58,991 | $10,846+443.9% | $8,520+592.4% | $10,132+482.2% |