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 | $67,477 | $44,960+50.1% | $84,966-20.6% | $74,495-9.4% |
| Participation rate | 38.3% | 49.4%-11.0pp | 67.5%-29.2pp | 67.2%-28.9pp |
| Annual return | 14.80% | 26.24%-11.4pp | 66.38%-51.6pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $1,451 | $1,457-0.5% | $2,727-46.8% | $2,623-44.7% |
| Participant deferral / active EE | $3,016 | $2,731+10.4% | $4,519-33.3% | $4,346-30.6% |
| Admin fee / account holder | $3,770 | $2,209+70.6% | $6,149-38.7% | $1,942+94.1% |