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 | $115,130 | $72,492+58.8% | $87,100+32.2% | $72,985+57.7% |
| Participation rate | 46.3% | 72.8%-26.5pp | 76.9%-30.5pp | 69.5%-23.1pp |
| Annual return | 20.11% | 24.46%-4.3pp | 28.19%-8.1pp | 81.00%-60.9pp |
| Employer contribution / active EE | $710 | $1,894-62.5% | $2,521-71.9% | $2,440-70.9% |
| Participant deferral / active EE | $2,073 | $3,270-36.6% | $4,049-48.8% | $3,607-42.5% |
| Admin fee / account holder | $5,601 | $5,055+10.8% | $7,497-25.3% | $5,124+9.3% |