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 | $62,614 | $54,705+14.5% | $71,209-12.1% | $84,808-26.2% |
| Participation rate | 28.8% | 64.1%-35.3pp | 73.8%-44.9pp | 68.3%-39.5pp |
| Annual return | 17.46% | 35.90%-18.4pp | 282.51%-265.1pp | 40.90%-23.4pp |
| Employer contribution / active EE | $677 | $2,158-68.6% | $2,721-75.1% | $2,631-74.3% |
| Participant deferral / active EE | $1,215 | $3,030-59.9% | $4,175-70.9% | $4,212-71.1% |
| Admin fee / account holder | $392 | $4,863-91.9% | $5,349-92.7% | $7,344-94.7% |