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 | $62,650 | $54,541+14.9% | $78,778-20.5% | $70,131-10.7% |
| Participation rate | 34.2% | 60.8%-26.6pp | 69.2%-35.0pp | 69.5%-35.4pp |
| Annual return | 17.11% | 21.07%-4.0pp | 35.62%-18.5pp | 73.14%-56.0pp |
| Employer contribution / active EE | $759 | $1,089-30.3% | $1,986-61.8% | $2,342-67.6% |
| Participant deferral / active EE | $1,653 | $2,210-25.2% | $2,958-44.1% | $3,332-50.4% |
| Admin fee / account holder | $1,380 | $3,709-62.8% | $5,134-73.1% | $4,645-70.3% |