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 | $83,330 | $51,604+61.5% | $129,295-35.5% | $80,874+3.0% |
| Participation rate | 64.9% | 57.0%+7.9pp | 69.6%-4.8pp | 67.6%-2.8pp |
| Annual return | 12.37% | 20.76%-8.4pp | 9429.28%-9416.9pp | 35.62%-23.2pp |
| Employer contribution / active EE | $1,162 | $1,585-26.7% | $4,157-72.0% | $2,756-57.8% |
| Participant deferral / active EE | $4,179 | $2,670+56.5% | $4,169+0.2% | $4,297-2.7% |
| Admin fee / account holder | $2,255 | $4,310-47.7% | $7,665-70.6% | $6,935-67.5% |