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 | $99,004 | $67,411+46.9% | $91,001+8.8% | $70,131+41.2% |
| Participation rate | 58.5% | 71.4%-12.9pp | 75.6%-17.1pp | 69.5%-11.0pp |
| Annual return | 17.44% | -40.16%+57.6pp | 4.60%+12.8pp | 73.14%-55.7pp |
| Employer contribution / active EE | $351 | $1,786-80.4% | $2,456-85.7% | $2,342-85.0% |
| Participant deferral / active EE | $2,469 | $2,823-12.5% | $3,547-30.4% | $3,332-25.9% |
| Admin fee / account holder | $5,893 | $4,236+39.1% | $5,417+8.8% | $4,645+26.9% |