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 | $118,077 | $91,190+29.5% | $178,490-33.8% | $79,858+47.9% |
| Participation rate | 31.1% | 69.2%-38.1pp | 81.9%-50.8pp | 69.6%-38.5pp |
| Annual return | 14.34% | 24.19%-9.8pp | 151.07%-136.7pp | 31.71%-17.4pp |
| Employer contribution / active EE | $780 | $3,256-76.0% | $5,011-84.4% | $2,471-68.4% |
| Participant deferral / active EE | $1,207 | $3,236-62.7% | $5,202-76.8% | $3,740-67.7% |
| Admin fee / account holder | $474 | $6,751-93.0% | $13,984-96.6% | $5,306-91.1% |