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 | $90,324 | $54,541+65.6% | $78,778+14.7% | $70,131+28.8% |
| Participation rate | 44.4% | 60.8%-16.4pp | 69.2%-24.7pp | 69.5%-25.1pp |
| Annual return | 13.38% | 21.07%-7.7pp | 35.62%-22.2pp | 73.14%-59.8pp |
| Employer contribution / active EE | $494 | $1,089-54.6% | $1,986-75.1% | $2,342-78.9% |
| Participant deferral / active EE | $2,536 | $2,210+14.7% | $2,958-14.3% | $3,332-23.9% |
| Admin fee / account holder | $9,863 | $3,709+166.0% | $5,134+92.1% | $4,645+112.3% |