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 | $84,855 | $47,848+77.3% | $81,478+4.1% | $70,131+21.0% |
| Participation rate | 11.1% | 58.3%-47.2pp | 68.0%-56.8pp | 69.5%-58.4pp |
| Annual return | 18.94% | 27.25%-8.3pp | 38.78%-19.8pp | 73.14%-54.2pp |
| Employer contribution / active EE | $490 | $1,527-67.9% | $2,568-80.9% | $2,342-79.1% |
| Participant deferral / active EE | $1,181 | $2,453-51.9% | $3,537-66.6% | $3,332-64.6% |
| Admin fee / account holder | $365 | $3,145-88.4% | $4,561-92.0% | $4,645-92.1% |