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 | $96,109 | $52,953+81.5% | $172,739-44.4% | $65,185+47.4% |
| Participation rate | 64.0% | 66.2%-2.2pp | 82.6%-18.6pp | 70.2%-6.2pp |
| Annual return | 20.63% | 30.12%-9.5pp | 802.84%-782.2pp | 29.38%-8.8pp |
| Employer contribution / active EE | $361 | $2,190-83.5% | $5,143-93.0% | $2,177-83.4% |
| Participant deferral / active EE | $4,186 | $2,471+69.4% | $5,198-19.5% | $3,514+19.1% |
| Admin fee / account holder | $897 | $472+90.0% | $13,954-93.6% | $847+5.8% |