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 | $118,789 | $95,453+24.4% | $112,040+6.0% | $82,448+44.1% |
| Participation rate | 59.4% | 72.8%-13.3pp | 76.5%-17.1pp | 68.1%-8.6pp |
| Annual return | 13.15% | 23.92%-10.8pp | 24.52%-11.4pp | 41.64%-28.5pp |
| Employer contribution / active EE | $1,585 | $2,318-31.6% | $2,954-46.3% | $2,551-37.9% |
| Participant deferral / active EE | $3,630 | $4,224-14.1% | $5,098-28.8% | $4,139-12.3% |
| Admin fee / account holder | $6,996 | $9,013-22.4% | $12,098-42.2% | $7,234-3.3% |