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 | $68,020 | $53,127+28.0% | $86,590-21.4% | $70,131-3.0% |
| Participation rate | 48.8% | 65.3%-16.5pp | 73.5%-24.7pp | 69.5%-20.7pp |
| Annual return | 13.56% | 27.66%-14.1pp | 964.84%-951.3pp | 73.14%-59.6pp |
| Employer contribution / active EE | $347 | $2,068-83.2% | $2,839-87.8% | $2,342-85.2% |
| Participant deferral / active EE | $1,936 | $2,696-28.2% | $3,609-46.4% | $3,332-41.9% |
| Admin fee / account holder | $6,246 | $3,585+74.2% | $4,906+27.3% | $4,645+34.5% |