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 | $40,028 | $99,341-59.7% | $84,750-52.8% | $273,961-85.4% |
| Participation rate | 35.7% | 80.7%-45.0pp | 76.6%-40.9pp | 83.0%-47.3pp |
| Annual return | 6.33% | 22.93%-16.6pp | 22.78%-16.4pp | 41.45%-35.1pp |
| Employer contribution / active EE | $994 | $4,214-76.4% | $3,574-72.2% | $4,869-79.6% |
| Participant deferral / active EE | $2,581 | $4,269-39.5% | $3,712-30.5% | $5,287-51.2% |
| Admin fee / account holder | $3,737 | $6,644-43.8% | $5,332-29.9% | $10,132-63.1% |