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 | $79,284 | $45,035+76.1% | $62,995+25.9% | $70,131+13.1% |
| Participation rate | 38.4% | 69.5%-31.2pp | 74.8%-36.5pp | 69.5%-31.2pp |
| Annual return | 11.85% | 18.76%-6.9pp | 87.57%-75.7pp | 73.14%-61.3pp |
| Employer contribution / active EE | $495 | $2,051-75.9% | $2,759-82.1% | $2,342-78.9% |
| Participant deferral / active EE | $2,148 | $2,465-12.8% | $3,329-35.5% | $3,332-35.5% |
| Admin fee / account holder | $1,653 | $2,834-41.7% | $3,600-54.1% | $4,645-64.4% |