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 | $93,300 | $81,248+14.8% | $155,509-40.0% | $80,856+15.4% |
| Participation rate | 53.8% | 66.2%-12.4pp | 78.2%-24.3pp | 67.6%-13.8pp |
| Annual return | 13.40% | 33.31%-19.9pp | 64.67%-51.3pp | 35.59%-22.2pp |
| Employer contribution / active EE | $1,307 | $3,100-57.9% | $4,672-72.0% | $2,755-52.6% |
| Participant deferral / active EE | $2,156 | $3,452-37.5% | $5,626-61.7% | $4,296-49.8% |
| Admin fee / account holder | $2,129 | $7,997-73.4% | $15,912-86.6% | $6,918-69.2% |