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 | $95,229 | $54,541+74.6% | $78,778+20.9% | $70,131+35.8% |
| Participation rate | 68.5% | 60.8%+7.7pp | 69.2%-0.7pp | 69.5%-1.0pp |
| Annual return | 17.12% | 21.07%-3.9pp | 35.62%-18.5pp | 73.14%-56.0pp |
| Employer contribution / active EE | $458 | $1,089-57.9% | $1,986-76.9% | $2,342-80.4% |
| Participant deferral / active EE | $3,682 | $2,210+66.6% | $2,958+24.4% | $3,332+10.5% |
| Admin fee / account holder | $1,361 | $3,709-63.3% | $5,134-73.5% | $4,645-70.7% |