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 | $25,345 | $215,361-88.2% | $171,082-85.2% | $273,961-90.7% |
| Participation rate | 55.6% | 82.0%-26.5pp | 76.7%-21.1pp | 83.0%-27.5pp |
| Annual return | 3.24% | 25.14%-21.9pp | 32.56%-29.3pp | 41.45%-38.2pp |
| Employer contribution / active EE | $978 | $4,967-80.3% | $4,002-75.6% | $4,869-79.9% |
| Participant deferral / active EE | $2,424 | $5,543-56.3% | $4,797-49.5% | $5,287-54.1% |
| Admin fee / account holder | $389 | $10,846-96.4% | $8,520-95.4% | $10,132-96.2% |