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 | $76,784 | $69,515+10.5% | $86,874-11.6% | $85,850-10.6% |
| Participation rate | 39.1% | 66.3%-27.2pp | 71.6%-32.5pp | 69.3%-30.2pp |
| Annual return | 19.92% | 20.12%-0.2pp | 63.52%-43.6pp | 318.53%-298.6pp |
| Employer contribution / active EE | $819 | $1,880-56.4% | $2,495-67.2% | $2,565-68.1% |
| Participant deferral / active EE | $1,581 | $2,919-45.8% | $3,699-57.3% | $3,952-60.0% |
| Admin fee / account holder | $1,128 | $5,972-81.1% | $5,828-80.7% | $6,260-82.0% |