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 | $65,940 | $29,051+127.0% | $52,425+25.8% | $67,986-3.0% |
| Participation rate | 11.5% | 30.4%-18.9pp | 55.6%-44.1pp | 57.2%-45.7pp |
| Annual return | 21.12% | 24.00%-2.9pp | 302.12%-281.0pp | 31.67%-10.5pp |
| Employer contribution / active EE | $418 | $412+1.6% | $914-54.2% | $2,019-79.3% |
| Participant deferral / active EE | $723 | $873-17.2% | $1,790-59.6% | $3,358-78.5% |
| Admin fee / account holder | $1,434 | $2,113-32.1% | $2,495-42.5% | $3,203-55.2% |