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 | $89,322 | $51,175+74.5% | $70,515+26.7% | $75,163+18.8% |
| Participation rate | 53.6% | 60.9%-7.4pp | 68.3%-14.8pp | 67.2%-13.6pp |
| Annual return | 17.22% | 30.02%-12.8pp | 32.77%-15.5pp | 160.62%-143.4pp |
| Employer contribution / active EE | $882 | $1,826-51.7% | $2,973-70.3% | $2,670-66.9% |
| Participant deferral / active EE | $3,702 | $2,849+29.9% | $4,567-18.9% | $4,125-10.3% |
| Admin fee / account holder | $1,028 | $4,091-74.9% | $6,412-84.0% | $5,651-81.8% |