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 | $145,742 | $67,894+114.7% | $89,340+63.1% | $82,448+76.8% |
| Participation rate | 10.7% | 64.0%-53.3pp | 69.6%-58.9pp | 68.1%-57.4pp |
| Annual return | 15.44% | 19.21%-3.8pp | 20.57%-5.1pp | 41.64%-26.2pp |
| Employer contribution / active EE | $378 | $1,828-79.3% | $2,231-83.1% | $2,551-85.2% |
| Participant deferral / active EE | $1,534 | $3,072-50.1% | $3,823-59.9% | $4,139-63.0% |
| Admin fee / account holder | $2,274 | $5,723-60.3% | $6,704-66.1% | $7,234-68.6% |