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 | $120,839 | $80,138+50.8% | $130,231-7.2% | $71,457+69.1% |
| Participation rate | 59.5% | 71.0%-11.5pp | 76.3%-16.8pp | 67.9%-8.5pp |
| Annual return | 18.08% | 16.81%+1.3pp | 38.77%-20.7pp | 28.85%-10.8pp |
| Employer contribution / active EE | $975 | $2,834-65.6% | $4,126-76.4% | $2,588-62.3% |
| Participant deferral / active EE | $5,122 | $4,641+10.4% | $6,799-24.7% | $4,289+19.4% |
| Admin fee / account holder | $3,706 | $1,035+258.2% | $6,020-38.4% | $1,587+133.5% |