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 | $65,817 | $54,705+20.3% | $71,209-7.6% | $84,808-22.4% |
| Participation rate | 40.4% | 64.1%-23.6pp | 73.8%-33.3pp | 68.3%-27.9pp |
| Annual return | 15.71% | 35.90%-20.2pp | 282.51%-266.8pp | 40.90%-25.2pp |
| Employer contribution / active EE | $348 | $2,158-83.9% | $2,721-87.2% | $2,631-86.8% |
| Participant deferral / active EE | $1,601 | $3,030-47.2% | $4,175-61.7% | $4,212-62.0% |
| Admin fee / account holder | $338 | $4,863-93.1% | $5,349-93.7% | $7,344-95.4% |