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 | $125,185 | $94,625+32.3% | $116,228+7.7% | $84,808+47.6% |
| Participation rate | 60.0% | 70.4%-10.4pp | 74.6%-14.6pp | 68.3%-8.3pp |
| Annual return | 15.31% | 20.40%-5.1pp | 90.06%-74.8pp | 40.90%-25.6pp |
| Employer contribution / active EE | $857 | $2,347-63.5% | $2,994-71.4% | $2,631-67.4% |
| Participant deferral / active EE | $3,218 | $3,972-19.0% | $4,953-35.0% | $4,212-23.6% |
| Admin fee / account holder | $12,284 | $10,091+21.7% | $11,989+2.5% | $7,344+67.3% |