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 | $61,582 | $70,428-12.6% | $96,562-36.2% | $85,850-28.3% |
| Participation rate | 51.4% | 61.8%-10.4pp | 69.8%-18.4pp | 69.3%-17.9pp |
| Annual return | 14.78% | 18.59%-3.8pp | 37.78%-23.0pp | 318.53%-303.8pp |
| Employer contribution / active EE | $744 | $1,413-47.3% | $2,356-68.4% | $2,565-71.0% |
| Participant deferral / active EE | $4,429 | $2,894+53.0% | $3,849+15.1% | $3,952+12.1% |
| Admin fee / account holder | $2,864 | $4,997-42.7% | $6,181-53.7% | $6,260-54.2% |