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 | $77,761 | $96,557-19.5% | $80,975-4.0% | $273,961-71.6% |
| Participation rate | 66.7% | 79.1%-12.4pp | 75.8%-9.1pp | 83.0%-16.3pp |
| Annual return | 6.85% | 15.14%-8.3pp | 17.10%-10.2pp | 41.45%-34.6pp |
| Employer contribution / active EE | $793 | $4,868-83.7% | $3,714-78.7% | $4,869-83.7% |
| Participant deferral / active EE | $2,709 | $6,598-58.9% | $5,696-52.4% | $5,287-48.8% |
| Admin fee / account holder | $1,790 | $7,492-76.1% | $5,516-67.6% | $10,132-82.3% |