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 | $70,381 | $215,361-67.3% | $171,082-58.9% | $273,961-74.3% |
| Participation rate | 54.5% | 82.0%-27.5pp | 76.7%-22.1pp | 83.0%-28.5pp |
| Annual return | 5.24% | 25.14%-19.9pp | 32.56%-27.3pp | 41.45%-36.2pp |
| Employer contribution / active EE | $1,727 | $4,967-65.2% | $4,002-56.8% | $4,869-64.5% |
| Participant deferral / active EE | $6,226 | $5,543+12.3% | $4,797+29.8% | $5,287+17.8% |
| Admin fee / account holder | $8,843 | $10,846-18.5% | $8,520+3.8% | $10,132-12.7% |