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 | $62,591 | $35,183+77.9% | $73,545-14.9% | $70,131-10.8% |
| Participation rate | 44.4% | 42.9%+1.5pp | 54.9%-10.5pp | 69.5%-25.1pp |
| Annual return | 13.81% | 26.90%-13.1pp | -15.16%+29.0pp | 73.14%-59.3pp |
| Employer contribution / active EE | $904 | $709+27.6% | $1,219-25.8% | $2,342-61.4% |
| Participant deferral / active EE | $1,358 | $1,220+11.4% | $1,806-24.8% | $3,332-59.2% |
| Admin fee / account holder | $7,276 | $2,302+216.0% | $2,320+213.6% | $4,645+56.6% |