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 | $60,118 | $48,364+24.3% | $71,796-16.3% | $62,891-4.4% |
| Participation rate | 61.1% | 60.6%+0.5pp | 69.1%-8.0pp | 69.3%-8.2pp |
| Annual return | 8.44% | 13.16%-4.7pp | 78.04%-69.6pp | 20.14%-11.7pp |
| Employer contribution / active EE | $446 | $1,042-57.1% | $1,924-76.8% | $2,281-80.4% |
| Participant deferral / active EE | $2,542 | $2,091+21.6% | $2,794-9.0% | $3,203-20.6% |
| Admin fee / account holder | $723 | $3,771-80.8% | $4,815-85.0% | $4,296-83.2% |