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 | $132,870 | $57,590+130.7% | $86,233+54.1% | $82,448+61.2% |
| Participation rate | 9.8% | 57.9%-48.1pp | 69.0%-59.3pp | 68.1%-58.3pp |
| Annual return | 15.70% | 22.41%-6.7pp | 61.39%-45.7pp | 41.64%-25.9pp |
| Employer contribution / active EE | $709 | $1,655-57.2% | $2,504-71.7% | $2,551-72.2% |
| Participant deferral / active EE | $1,678 | $3,080-45.5% | $4,559-63.2% | $4,139-59.5% |
| Admin fee / account holder | $8,251 | $4,730+74.4% | $8,342-1.1% | $7,234+14.1% |