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 | $94,453 | $51,045+85.0% | $70,515+33.9% | $71,457+32.2% |
| Participation rate | 30.1% | 59.4%-29.4pp | 68.3%-38.3pp | 67.9%-37.9pp |
| Annual return | 28.62% | 42.63%-14.0pp | 32.77%-4.1pp | 28.85%-0.2pp |
| Employer contribution / active EE | $877 | $1,790-51.0% | $2,973-70.5% | $2,588-66.1% |
| Participant deferral / active EE | $3,085 | $3,026+1.9% | $4,567-32.4% | $4,289-28.1% |
| Admin fee / account holder | $12,781 | $1,994+541.1% | $6,412+99.3% | $1,587+705.2% |