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 | $72,302 | $176,377-59.0% | $134,143-46.1% | $158,922-54.5% |
| Participation rate | 45.0% | 78.7%-33.7pp | 72.2%-27.2pp | 82.0%-37.0pp |
| Annual return | 9.57% | 63.63%-54.1pp | 36.33%-26.8pp | 302.83%-293.3pp |
| Employer contribution / active EE | $823 | $5,040-83.7% | $3,704-77.8% | $4,761-82.7% |
| Participant deferral / active EE | $1,776 | $4,091-56.6% | $3,499-49.2% | $5,982-70.3% |
| Admin fee / account holder | $7,877 | $8,718-9.6% | $6,684+17.8% | $11,246-30.0% |