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 | $113,424 | $67,411+68.3% | $91,001+24.6% | $70,131+61.7% |
| Participation rate | 46.2% | 71.4%-25.2pp | 75.6%-29.4pp | 69.5%-23.4pp |
| Annual return | 21.92% | -40.16%+62.1pp | 4.60%+17.3pp | 73.14%-51.2pp |
| Employer contribution / active EE | $901 | $1,786-49.6% | $2,456-63.3% | $2,342-61.5% |
| Participant deferral / active EE | $1,852 | $2,823-34.4% | $3,547-47.8% | $3,332-44.4% |
| Admin fee / account holder | $3,658 | $4,236-13.6% | $5,417-32.5% | $4,645-21.3% |