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 | $110,896 | $74,927+48.0% | $101,794+8.9% | $84,808+30.8% |
| Participation rate | 33.3% | 61.4%-28.1pp | 69.2%-35.9pp | 68.3%-35.0pp |
| Annual return | 18.30% | 18.70%-0.4pp | 30.53%-12.2pp | 40.90%-22.6pp |
| Employer contribution / active EE | $494 | $1,522-67.6% | $2,289-78.4% | $2,631-81.2% |
| Participant deferral / active EE | $2,077 | $3,099-33.0% | $4,084-49.1% | $4,212-50.7% |
| Admin fee / account holder | $1,014 | $6,514-84.4% | $8,777-88.5% | $7,344-86.2% |