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 | $79,930 | $54,701+46.1% | $86,188-7.3% | $71,457+11.9% |
| Participation rate | 55.6% | 60.1%-4.6pp | 69.0%-13.4pp | 67.9%-12.4pp |
| Annual return | 14.36% | 20.06%-5.7pp | 1168.45%-1154.1pp | 28.85%-14.5pp |
| Employer contribution / active EE | $1,135 | $1,265-10.3% | $2,380-52.3% | $2,588-56.1% |
| Participant deferral / active EE | $2,150 | $3,108-30.8% | $3,985-46.1% | $4,289-49.9% |
| Admin fee / account holder | $8,174 | $1,922+325.4% | $6,852+19.3% | $1,587+415.0% |