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 | $42,872 | $99,341-56.8% | $84,750-49.4% | $273,961-84.4% |
| Participation rate | 37.5% | 80.7%-43.2pp | 76.6%-39.1pp | 83.0%-45.5pp |
| Annual return | 11.91% | 22.93%-11.0pp | 22.78%-10.9pp | 41.45%-29.5pp |
| Employer contribution / active EE | $988 | $4,214-76.6% | $3,574-72.4% | $4,869-79.7% |
| Participant deferral / active EE | $3,478 | $4,269-18.5% | $3,712-6.3% | $5,287-34.2% |
| Admin fee / account holder | $437 | $6,644-93.4% | $5,332-91.8% | $10,132-95.7% |