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 | $82,500 | $54,541+51.3% | $78,778+4.7% | $70,131+17.6% |
| Participation rate | 50.0% | 60.8%-10.8pp | 69.2%-19.2pp | 69.5%-19.5pp |
| Annual return | 17.28% | 21.07%-3.8pp | 35.62%-18.3pp | 73.14%-55.9pp |
| Employer contribution / active EE | $251 | $1,089-77.0% | $1,986-87.4% | $2,342-89.3% |
| Participant deferral / active EE | $1,557 | $2,210-29.6% | $2,958-47.4% | $3,332-53.3% |
| Admin fee / account holder | $1,269 | $3,709-65.8% | $5,134-75.3% | $4,645-72.7% |