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 | $116,867 | $79,944+46.2% | $98,439+18.7% | $75,163+55.5% |
| Participation rate | 54.9% | 70.4%-15.4pp | 75.2%-20.2pp | 67.2%-12.2pp |
| Annual return | 22.71% | 19.75%+3.0pp | 21.16%+1.5pp | 160.62%-137.9pp |
| Employer contribution / active EE | $680 | $2,264-70.0% | $3,048-77.7% | $2,670-74.5% |
| Participant deferral / active EE | $3,146 | $3,752-16.2% | $4,738-33.6% | $4,125-23.7% |
| Admin fee / account holder | $5,064 | $6,840-26.0% | $8,948-43.4% | $5,651-10.4% |