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 | $66,879 | $48,230+38.7% | $67,502-0.9% | $80,856-17.3% |
| Participation rate | 49.4% | 66.4%-16.9pp | 72.9%-23.4pp | 67.6%-18.2pp |
| Annual return | 13.03% | 18.28%-5.2pp | 3512.12%-3499.1pp | 35.59%-22.6pp |
| Employer contribution / active EE | $613 | $2,020-69.7% | $2,731-77.6% | $2,755-77.8% |
| Participant deferral / active EE | $1,984 | $2,924-32.2% | $4,000-50.4% | $4,296-53.8% |
| Admin fee / account holder | $2,102 | $3,681-42.9% | $3,998-47.4% | $6,918-69.6% |