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 | $69,724 | $215,361-67.6% | $171,082-59.2% | $273,961-74.5% |
| Participation rate | 31.6% | 82.0%-50.4pp | 76.7%-45.1pp | 83.0%-51.4pp |
| Annual return | 8.46% | 25.14%-16.7pp | 32.56%-24.1pp | 41.45%-33.0pp |
| Employer contribution / active EE | $621 | $4,967-87.5% | $4,002-84.5% | $4,869-87.2% |
| Participant deferral / active EE | $2,337 | $5,543-57.8% | $4,797-51.3% | $5,287-55.8% |
| Admin fee / account holder | $2,851 | $10,846-73.7% | $8,520-66.5% | $10,132-71.9% |