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 | $88,305 | $53,777+64.2% | $134,143-34.2% | $79,858+10.6% |
| Participation rate | 56.1% | 58.8%-2.7pp | 72.2%-16.1pp | 69.6%-13.5pp |
| Annual return | 14.17% | 19.01%-4.8pp | 36.33%-22.2pp | 31.71%-17.5pp |
| Employer contribution / active EE | $259 | $1,321-80.4% | $3,704-93.0% | $2,471-89.5% |
| Participant deferral / active EE | $6,509 | $2,420+168.9% | $3,499+86.0% | $3,740+74.0% |
| Admin fee / account holder | $4,342 | $3,984+9.0% | $6,684-35.0% | $5,306-18.2% |