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 | $87,086 | $58,512+48.8% | $84,015+3.7% | $72,985+19.3% |
| Participation rate | 52.8% | 61.2%-8.4pp | 69.0%-16.2pp | 69.5%-16.7pp |
| Annual return | 19.07% | 28.93%-9.9pp | 71.31%-52.2pp | 81.00%-61.9pp |
| Employer contribution / active EE | $380 | $1,163-67.3% | $1,983-80.9% | $2,440-84.4% |
| Participant deferral / active EE | $1,586 | $2,394-33.7% | $3,239-51.0% | $3,607-56.0% |
| Admin fee / account holder | $790 | $4,569-82.7% | $6,101-87.0% | $5,124-84.6% |