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 | $56,976 | $96,956-41.2% | $70,014-18.6% | $273,961-79.2% |
| Participation rate | 30.8% | 77.1%-46.3pp | 71.8%-41.0pp | 83.0%-52.2pp |
| Annual return | 6.80% | 12.93%-6.1pp | 12.99%-6.2pp | 41.45%-34.7pp |
| Employer contribution / active EE | $739 | $3,316-77.7% | $2,338-68.4% | $4,869-84.8% |
| Participant deferral / active EE | $3,373 | $3,744-9.9% | $2,931+15.1% | $5,287-36.2% |
| Admin fee / account holder | $3,421 | $7,934-56.9% | $4,380-21.9% | $10,132-66.2% |