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 | $84,971 | $59,839+42.0% | $81,983+3.6% | $79,858+6.4% |
| Participation rate | 58.8% | 61.6%-2.8pp | 69.2%-10.4pp | 69.6%-10.8pp |
| Annual return | 13.82% | 17.56%-3.7pp | 41.31%-27.5pp | 31.71%-17.9pp |
| Employer contribution / active EE | $400 | $1,713-76.7% | $2,498-84.0% | $2,471-83.8% |
| Participant deferral / active EE | $2,392 | $2,695-11.2% | $3,722-35.7% | $3,740-36.0% |
| Admin fee / account holder | $404 | $4,287-90.6% | $5,664-92.9% | $5,306-92.4% |