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 | $113,510 | $53,777+111.1% | $134,143-15.4% | $79,858+42.1% |
| Participation rate | 62.7% | 58.8%+3.9pp | 72.2%-9.5pp | 69.6%-6.9pp |
| Annual return | 13.51% | 19.01%-5.5pp | 36.33%-22.8pp | 31.71%-18.2pp |
| Employer contribution / active EE | $765 | $1,321-42.1% | $3,704-79.3% | $2,471-69.0% |
| Participant deferral / active EE | $3,499 | $2,420+44.6% | $3,4990% | $3,740-6.4% |
| Admin fee / account holder | $5,109 | $3,984+28.2% | $6,684-23.6% | $5,306-3.7% |