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 | $158,064 | $87,037+81.6% | $106,201+48.8% | $80,874+95.4% |
| Participation rate | 62.1% | 70.4%-8.4pp | 75.3%-13.2pp | 67.6%-5.6pp |
| Annual return | 19.79% | 17.05%+2.7pp | 116.26%-96.5pp | 35.62%-15.8pp |
| Employer contribution / active EE | $896 | $2,396-62.6% | $3,170-71.7% | $2,756-67.5% |
| Participant deferral / active EE | $3,270 | $3,986-18.0% | $5,012-34.8% | $4,297-23.9% |
| Admin fee / account holder | $3,276 | $8,434-61.2% | $11,039-70.3% | $6,935-52.8% |