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 | $81,690 | $63,346+29.0% | $92,233-11.4% | $70,131+16.5% |
| Participation rate | 49.5% | 68.7%-19.2pp | 76.5%-27.0pp | 69.5%-20.1pp |
| Annual return | 15.95% | 530.12%-514.2pp | 176.28%-160.3pp | 73.14%-57.2pp |
| Employer contribution / active EE | $725 | $2,471-70.7% | $3,679-80.3% | $2,342-69.1% |
| Participant deferral / active EE | $4,454 | $2,854+56.1% | $3,897+14.3% | $3,332+33.7% |
| Admin fee / account holder | $7,852 | $3,840+104.5% | $5,194+51.2% | $4,645+69.0% |