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 | $81,882 | $54,541+50.1% | $78,778+3.9% | $70,131+16.8% |
| Participation rate | 30.6% | 60.8%-30.2pp | 69.2%-38.6pp | 69.5%-39.0pp |
| Annual return | 21.51% | 21.07%+0.4pp | 35.62%-14.1pp | 73.14%-51.6pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,257 | $2,210-43.1% | $2,958-57.5% | $3,332-62.3% |
| Admin fee / account holder | $1,106 | $3,709-70.2% | $5,134-78.5% | $4,645-76.2% |