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 | $93,208 | $67,411+38.3% | $91,001+2.4% | $70,131+32.9% |
| Participation rate | 38.1% | 71.4%-33.3pp | 75.6%-37.5pp | 69.5%-31.4pp |
| Annual return | 15.34% | -40.16%+55.5pp | 4.60%+10.7pp | 73.14%-57.8pp |
| Employer contribution / active EE | $817 | $1,786-54.3% | $2,456-66.7% | $2,342-65.1% |
| Participant deferral / active EE | $1,951 | $2,823-30.9% | $3,547-45.0% | $3,332-41.4% |
| Admin fee / account holder | $473 | $4,236-88.8% | $5,417-91.3% | $4,645-89.8% |