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 | $45,219 | $93,071-51.4% | $74,583-39.4% | $273,961-83.5% |
| Participation rate | 42.9% | 74.9%-32.1pp | 68.1%-25.3pp | 83.0%-40.2pp |
| Annual return | 5.23% | 26.18%-20.9pp | 20.47%-15.2pp | 41.45%-36.2pp |
| Employer contribution / active EE | $760 | $3,160-76.0% | $2,525-69.9% | $4,869-84.4% |
| Participant deferral / active EE | $1,107 | $4,160-73.4% | $3,458-68.0% | $5,287-79.1% |
| Admin fee / account holder | $348 | $5,272-93.4% | $4,138-91.6% | $10,132-96.6% |