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 | $115,077 | $64,839+77.5% | $95,585+20.4% | $84,808+35.7% |
| Participation rate | 34.9% | 63.8%-28.9pp | 72.1%-37.2pp | 68.3%-33.4pp |
| Annual return | 13.31% | -670.96%+684.3pp | 38.56%-25.2pp | 40.90%-27.6pp |
| Employer contribution / active EE | $396 | $1,759-77.5% | $2,527-84.3% | $2,631-84.9% |
| Participant deferral / active EE | $2,031 | $2,965-31.5% | $4,023-49.5% | $4,212-51.8% |
| Admin fee / account holder | $987 | $5,964-83.5% | $6,127-83.9% | $7,344-86.6% |