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 | $51,235 | $177,572-71.1% | $154,803-66.9% | $142,382-64.0% |
| Participation rate | 39.1% | 82.1%-42.9pp | 78.1%-38.9pp | 80.1%-41.0pp |
| Annual return | 15.52% | 65.07%-49.6pp | 58.88%-43.4pp | 217.08%-201.6pp |
| Employer contribution / active EE | $939 | $4,810-80.5% | $4,305-78.2% | $4,299-78.1% |
| Participant deferral / active EE | $2,410 | $6,272-61.6% | $5,540-56.5% | $6,507-63.0% |
| Admin fee / account holder | $3,894 | $16,786-76.8% | $14,329-72.8% | $12,624-69.2% |