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 | $72,688 | $45,035+61.4% | $62,995+15.4% | $70,131+3.6% |
| Participation rate | 50.6% | 69.5%-18.9pp | 74.8%-24.2pp | 69.5%-18.9pp |
| Annual return | 13.91% | 18.76%-4.9pp | 87.57%-73.7pp | 73.14%-59.2pp |
| Employer contribution / active EE | $383 | $2,051-81.3% | $2,759-86.1% | $2,342-83.7% |
| Participant deferral / active EE | $2,853 | $2,465+15.8% | $3,329-14.3% | $3,332-14.4% |
| Admin fee / account holder | $1,403 | $2,834-50.5% | $3,600-61.0% | $4,645-69.8% |