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 | $31,841 | $53,516-40.5% | $126,539-74.8% | $84,808-62.5% |
| Participation rate | 59.3% | 58.2%+1.1pp | 69.8%-10.5pp | 68.3%-9.0pp |
| Annual return | 17.09% | 58.34%-41.2pp | 425.95%-408.9pp | 40.90%-23.8pp |
| Employer contribution / active EE | $691 | $1,535-55.0% | $3,674-81.2% | $2,631-73.7% |
| Participant deferral / active EE | $1,755 | $2,671-34.3% | $4,083-57.0% | $4,212-58.3% |
| Admin fee / account holder | $5,985 | $4,497+33.1% | $6,065-1.3% | $7,344-18.5% |