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 | $84,822 | $54,541+55.5% | $78,778+7.7% | $70,131+20.9% |
| Participation rate | 48.5% | 60.8%-12.3pp | 69.2%-20.7pp | 69.5%-21.1pp |
| Annual return | 16.56% | 21.07%-4.5pp | 35.62%-19.1pp | 73.14%-56.6pp |
| Employer contribution / active EE | $452 | $1,089-58.5% | $1,986-77.2% | $2,342-80.7% |
| Participant deferral / active EE | $1,954 | $2,210-11.6% | $2,958-34.0% | $3,332-41.4% |
| Admin fee / account holder | $4,439 | $3,709+19.7% | $5,134-13.5% | $4,645-4.4% |