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 | $139,812 | $109,881+27.2% | $150,045-6.8% | $84,808+64.9% |
| Participation rate | 60.4% | 76.1%-15.6pp | 82.3%-21.9pp | 68.3%-7.9pp |
| Annual return | 17.49% | 28.25%-10.8pp | 62.55%-45.1pp | 40.90%-23.4pp |
| Employer contribution / active EE | $815 | $3,561-77.1% | $4,693-82.6% | $2,631-69.0% |
| Participant deferral / active EE | $8,267 | $6,636+24.6% | $7,997+3.4% | $4,212+96.3% |
| Admin fee / account holder | $4,989 | $8,568-41.8% | $13,435-62.9% | $7,344-32.1% |