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 | $72,989 | $46,869+55.7% | $122,332-40.3% | $70,131+4.1% |
| Participation rate | 28.6% | 58.2%-29.6pp | 71.6%-43.1pp | 69.5%-41.0pp |
| Annual return | 16.63% | 24.22%-7.6pp | 30.27%-13.6pp | 73.14%-56.5pp |
| Employer contribution / active EE | $568 | $1,288-55.9% | $4,050-86.0% | $2,342-75.7% |
| Participant deferral / active EE | $1,350 | $2,166-37.7% | $3,287-58.9% | $3,332-59.5% |
| Admin fee / account holder | $863 | $3,322-74.0% | $5,478-84.2% | $4,645-81.4% |