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 | $80,635 | $49,915+61.5% | $154,803-47.9% | $74,304+8.5% |
| Participation rate | 30.8% | 54.0%-23.1pp | 78.1%-47.3pp | 60.3%-29.5pp |
| Annual return | 17.65% | 34.06%-16.4pp | 58.88%-41.2pp | 29.43%-11.8pp |
| Employer contribution / active EE | $350 | $1,611-78.3% | $4,305-91.9% | $2,241-84.4% |
| Participant deferral / active EE | $1,990 | $2,255-11.8% | $5,540-64.1% | $3,767-47.2% |
| Admin fee / account holder | $3,299 | $2,189+50.7% | $14,329-77.0% | $2,969+11.1% |