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 | $63,868 | $90,503-29.4% | $78,689-18.8% | $273,961-76.7% |
| Participation rate | 40.0% | 76.5%-36.5pp | 73.6%-33.6pp | 83.0%-43.0pp |
| Annual return | 4.93% | 75.60%-70.7pp | 62.18%-57.2pp | 41.45%-36.5pp |
| Employer contribution / active EE | $1,117 | $3,176-64.8% | $2,851-60.8% | $4,869-77.1% |
| Participant deferral / active EE | $2,026 | $3,901-48.1% | $3,517-42.4% | $5,287-61.7% |
| Admin fee / account holder | $1,207 | $5,263-77.1% | $4,510-73.2% | $10,132-88.1% |