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 | $110,570 | $66,098+67.3% | $101,794+8.6% | $74,304+48.8% |
| Participation rate | 28.2% | 53.8%-25.5pp | 69.2%-40.9pp | 60.3%-32.1pp |
| Annual return | 15.26% | 19.59%-4.3pp | 30.53%-15.3pp | 29.43%-14.2pp |
| Employer contribution / active EE | $330 | $1,082-69.5% | $2,289-85.6% | $2,241-85.3% |
| Participant deferral / active EE | $2,563 | $2,781-7.8% | $4,084-37.2% | $3,767-32.0% |
| Admin fee / account holder | $3,662 | $4,146-11.7% | $8,777-58.3% | $2,969+23.4% |