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 | $33,961 | $90,503-62.5% | $78,689-56.8% | $273,961-87.6% |
| Participation rate | 69.2% | 76.5%-7.3pp | 73.6%-4.3pp | 83.0%-13.8pp |
| Annual return | 7.56% | 75.60%-68.0pp | 62.18%-54.6pp | 41.45%-33.9pp |
| Employer contribution / active EE | $976 | $3,176-69.3% | $2,851-65.8% | $4,869-80.0% |
| Participant deferral / active EE | $1,770 | $3,901-54.6% | $3,517-49.7% | $5,287-66.5% |
| Admin fee / account holder | $1,053 | $5,263-80.0% | $4,510-76.7% | $10,132-89.6% |