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 | $66,439 | $61,272+8.4% | $149,673-55.6% | $71,457-7.0% |
| Participation rate | 28.6% | 62.5%-33.9pp | 78.8%-50.2pp | 67.9%-39.3pp |
| Annual return | 17.54% | 35.85%-18.3pp | 134.42%-116.9pp | 28.85%-11.3pp |
| Employer contribution / active EE | $731 | $2,378-69.3% | $4,818-84.8% | $2,588-71.7% |
| Participant deferral / active EE | $1,985 | $2,917-32.0% | $5,680-65.1% | $4,289-53.7% |
| Admin fee / account holder | $1,782 | $1,261+41.3% | $13,210-86.5% | $1,587+12.3% |