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 | $125,657 | $95,803+31.2% | $113,168+11.0% | $84,808+48.2% |
| Participation rate | 56.3% | 72.9%-16.6pp | 76.6%-20.3pp | 68.3%-12.1pp |
| Annual return | 15.15% | 25.00%-9.9pp | 24.27%-9.1pp | 40.90%-25.7pp |
| Employer contribution / active EE | $855 | $2,360-63.8% | $2,975-71.3% | $2,631-67.5% |
| Participant deferral / active EE | $2,863 | $4,242-32.5% | $5,107-43.9% | $4,212-32.0% |
| Admin fee / account holder | $2,524 | $8,989-71.9% | $12,068-79.1% | $7,344-65.6% |