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 | $113,987 | $64,480+76.8% | $81,382+40.1% | $80,856+41.0% |
| Participation rate | 68.8% | 63.9%+4.9pp | 69.5%-0.7pp | 67.6%+1.1pp |
| Annual return | 13.01% | 16.34%-3.3pp | 24.73%-11.7pp | 35.59%-22.6pp |
| Employer contribution / active EE | $719 | $1,978-63.7% | $2,463-70.8% | $2,755-73.9% |
| Participant deferral / active EE | $3,060 | $3,094-1.1% | $3,883-21.2% | $4,296-28.8% |
| Admin fee / account holder | $8,232 | $5,671+45.2% | $5,768+42.7% | $6,918+19.0% |