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 | $176,090 | $74,927+135.0% | $101,794+73.0% | $84,808+107.6% |
| Participation rate | 62.1% | 61.4%+0.7pp | 69.2%-7.1pp | 68.3%-6.2pp |
| Annual return | 13.96% | 18.70%-4.7pp | 30.53%-16.6pp | 40.90%-26.9pp |
| Employer contribution / active EE | $944 | $1,522-38.0% | $2,289-58.8% | $2,631-64.1% |
| Participant deferral / active EE | $5,072 | $3,099+63.7% | $4,084+24.2% | $4,212+20.4% |
| Admin fee / account holder | $11,548 | $6,514+77.3% | $8,777+31.6% | $7,344+57.3% |