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 | $87,222 | $66,098+32.0% | $101,794-14.3% | $74,304+17.4% |
| Participation rate | 38.6% | 53.8%-15.1pp | 69.2%-30.6pp | 60.3%-21.7pp |
| Annual return | 20.76% | 19.59%+1.2pp | 30.53%-9.8pp | 29.43%-8.7pp |
| Employer contribution / active EE | $746 | $1,082-31.0% | $2,289-67.4% | $2,241-66.7% |
| Participant deferral / active EE | $2,153 | $2,781-22.6% | $4,084-47.3% | $3,767-42.8% |
| Admin fee / account holder | $626 | $4,146-84.9% | $8,777-92.9% | $2,969-78.9% |