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 | $85,463 | $64,324+32.9% | $118,925-28.1% | $79,858+7.0% |
| Participation rate | 48.5% | 64.9%-16.4pp | 75.4%-26.9pp | 69.6%-21.1pp |
| Annual return | 18.40% | 86.45%-68.0pp | 35.88%-17.5pp | 31.71%-13.3pp |
| Employer contribution / active EE | $495 | $1,836-73.1% | $3,263-84.8% | $2,471-80.0% |
| Participant deferral / active EE | $1,992 | $2,824-29.5% | $4,265-53.3% | $3,740-46.7% |
| Admin fee / account holder | $668 | $4,040-83.5% | $6,581-89.9% | $5,306-87.4% |