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 | $81,552 | $46,869+74.0% | $122,332-33.3% | $70,131+16.3% |
| Participation rate | 38.5% | 58.2%-19.7pp | 71.6%-33.2pp | 69.5%-31.1pp |
| Annual return | 17.59% | 24.22%-6.6pp | 30.27%-12.7pp | 73.14%-55.5pp |
| Employer contribution / active EE | $706 | $1,288-45.2% | $4,050-82.6% | $2,342-69.9% |
| Participant deferral / active EE | $1,850 | $2,166-14.6% | $3,287-43.7% | $3,332-44.5% |
| Admin fee / account holder | $1,496 | $3,322-55.0% | $5,478-72.7% | $4,645-67.8% |