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 | $68,312 | $54,541+25.2% | $78,778-13.3% | $70,131-2.6% |
| Participation rate | 35.0% | 60.8%-25.8pp | 69.2%-34.2pp | 69.5%-34.5pp |
| Annual return | 15.96% | 21.07%-5.1pp | 35.62%-19.7pp | 73.14%-57.2pp |
| Employer contribution / active EE | $223 | $1,089-79.6% | $1,986-88.8% | $2,342-90.5% |
| Participant deferral / active EE | $1,066 | $2,210-51.8% | $2,958-64.0% | $3,332-68.0% |
| Admin fee / account holder | $1,811 | $3,709-51.2% | $5,134-64.7% | $4,645-61.0% |