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 | $94,585 | $77,899+21.4% | $149,673-36.8% | $75,163+25.8% |
| Participation rate | 30.2% | 65.6%-35.3pp | 78.8%-48.5pp | 67.2%-37.0pp |
| Annual return | 18.90% | 31.72%-12.8pp | 134.42%-115.5pp | 160.62%-141.7pp |
| Employer contribution / active EE | $651 | $3,137-79.2% | $4,818-86.5% | $2,670-75.6% |
| Participant deferral / active EE | $2,017 | $3,411-40.9% | $5,680-64.5% | $4,125-51.1% |
| Admin fee / account holder | $4,875 | $5,956-18.2% | $13,210-63.1% | $5,651-13.7% |