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 | $106,406 | $59,101+80.0% | $77,163+37.9% | $75,163+41.6% |
| Participation rate | 69.6% | 63.9%+5.7pp | 69.6%0pp | 67.2%+2.4pp |
| Annual return | 17.88% | 26.71%-8.8pp | 37.87%-20.0pp | 160.62%-142.7pp |
| Employer contribution / active EE | $2,304 | $1,995+15.5% | $2,535-9.1% | $2,670-13.7% |
| Participant deferral / active EE | $3,093 | $2,999+3.1% | $3,833-19.3% | $4,125-25.0% |
| Admin fee / account holder | $1,583 | $4,774-66.8% | $5,472-71.1% | $5,651-72.0% |