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 | $79,726 | $72,114+10.6% | $108,745-26.7% | $62,891+26.8% |
| Participation rate | 58.3% | 74.6%-16.3pp | 77.7%-19.3pp | 69.3%-11.0pp |
| Annual return | 6.76% | 13.41%-6.6pp | 46.22%-39.5pp | 20.14%-13.4pp |
| Employer contribution / active EE | $1,264 | $2,694-53.1% | $3,323-62.0% | $2,281-44.6% |
| Participant deferral / active EE | $2,036 | $4,044-49.6% | $5,121-60.2% | $3,203-36.4% |
| Admin fee / account holder | $386 | $4,608-91.6% | $6,144-93.7% | $4,296-91.0% |