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 | $103,413 | $63,703+62.3% | $93,063+11.1% | $82,448+25.4% |
| Participation rate | 45.8% | 63.8%-18.1pp | 72.1%-26.4pp | 68.1%-22.3pp |
| Annual return | 13.57% | -775.43%+789.0pp | 34.15%-20.6pp | 41.64%-28.1pp |
| Employer contribution / active EE | $421 | $1,729-75.6% | $2,476-83.0% | $2,551-83.5% |
| Participant deferral / active EE | $1,180 | $2,919-59.6% | $3,958-70.2% | $4,139-71.5% |
| Admin fee / account holder | $3,094 | $5,982-48.3% | $6,033-48.7% | $7,234-57.2% |