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 | $30,062 | $93,071-67.7% | $74,583-59.7% | $273,961-89.0% |
| Participation rate | 59.1% | 74.9%-15.9pp | 68.1%-9.0pp | 83.0%-23.9pp |
| Annual return | 8.70% | 26.18%-17.5pp | 20.47%-11.8pp | 41.45%-32.8pp |
| Employer contribution / active EE | $348 | $3,160-89.0% | $2,525-86.2% | $4,869-92.8% |
| Participant deferral / active EE | $1,794 | $4,160-56.9% | $3,458-48.1% | $5,287-66.1% |
| Admin fee / account holder | $382 | $5,272-92.8% | $4,138-90.8% | $10,132-96.2% |