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 | $78,296 | $48,750+60.6% | $88,946-12.0% | $74,304+5.4% |
| Participation rate | 35.5% | 44.5%-9.0pp | 68.8%-33.4pp | 60.3%-24.9pp |
| Annual return | 16.13% | 25.91%-9.8pp | 57.82%-41.7pp | 29.43%-13.3pp |
| Employer contribution / active EE | $1,319 | $1,255+5.1% | $2,555-48.4% | $2,241-41.1% |
| Participant deferral / active EE | $2,798 | $2,423+15.5% | $4,581-38.9% | $3,767-25.7% |
| Admin fee / account holder | $1,065 | $3,756-71.6% | $8,261-87.1% | $2,969-64.1% |