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 | $121,853 | $67,411+80.8% | $91,001+33.9% | $70,131+73.8% |
| Participation rate | 54.4% | 71.4%-16.9pp | 75.6%-21.2pp | 69.5%-15.1pp |
| Annual return | 17.58% | -40.16%+57.7pp | 4.60%+13.0pp | 73.14%-55.6pp |
| Employer contribution / active EE | $710 | $1,786-60.2% | $2,456-71.1% | $2,342-69.7% |
| Participant deferral / active EE | $1,767 | $2,823-37.4% | $3,547-50.2% | $3,332-47.0% |
| Admin fee / account holder | $4,483 | $4,236+5.8% | $5,417-17.2% | $4,645-3.5% |