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 | $94,031+33.1% | $115,768+8.1% | $82,448+51.8% |
| Participation rate | 60.0% | 70.4%-10.4pp | 74.4%-14.4pp | 68.1%-8.1pp |
| Annual return | 15.31% | 20.61%-5.3pp | 100.46%-85.2pp | 41.64%-26.3pp |
| Employer contribution / active EE | $857 | $2,323-63.1% | $2,940-70.9% | $2,551-66.4% |
| Participant deferral / active EE | $3,218 | $3,972-19.0% | $4,917-34.5% | $4,139-22.3% |
| Admin fee / account holder | $12,284 | $10,249+19.9% | $12,439-1.2% | $7,234+69.8% |