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 | $80,613 | $51,175+57.5% | $70,515+14.3% | $75,163+7.3% |
| Participation rate | 62.1% | 60.9%+1.1pp | 68.3%-6.3pp | 67.2%-5.1pp |
| Annual return | 15.15% | 30.02%-14.9pp | 32.77%-17.6pp | 160.62%-145.5pp |
| Employer contribution / active EE | $597 | $1,826-67.3% | $2,973-79.9% | $2,670-77.7% |
| Participant deferral / active EE | $2,855 | $2,849+0.2% | $4,567-37.5% | $4,125-30.8% |
| Admin fee / account holder | $3,039 | $4,091-25.7% | $6,412-52.6% | $5,651-46.2% |