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 | $78,941 | $48,046+64.3% | $84,611-6.7% | $72,985+8.2% |
| Participation rate | 44.4% | 57.6%-13.1pp | 68.2%-23.8pp | 69.5%-25.0pp |
| Annual return | 21.44% | 37.38%-15.9pp | 258.74%-237.3pp | 81.00%-59.6pp |
| Employer contribution / active EE | $957 | $1,602-40.3% | $2,652-63.9% | $2,440-60.8% |
| Participant deferral / active EE | $3,955 | $2,680+47.6% | $3,899+1.5% | $3,607+9.6% |
| Admin fee / account holder | $380 | $3,395-88.8% | $4,912-92.3% | $5,124-92.6% |