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 | $62,389 | $29,051+114.8% | $52,425+19.0% | $67,986-8.2% |
| Participation rate | 29.5% | 30.4%-1.0pp | 55.6%-26.2pp | 57.2%-27.7pp |
| Annual return | 15.13% | 24.00%-8.9pp | 302.12%-287.0pp | 31.67%-16.5pp |
| Employer contribution / active EE | $284 | $412-31.1% | $914-68.9% | $2,019-85.9% |
| Participant deferral / active EE | $1,422 | $873+62.9% | $1,790-20.6% | $3,358-57.7% |
| Admin fee / account holder | $1,164 | $2,113-44.9% | $2,495-53.4% | $3,203-63.7% |