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 | $120,793 | $95,266+26.8% | $82,389+46.6% | $142,382-15.2% |
| Participation rate | 27.3% | 74.5%-47.2pp | 69.5%-42.3pp | 80.1%-52.8pp |
| Annual return | 17.97% | 25.74%-7.8pp | 28.67%-10.7pp | 217.08%-199.1pp |
| Employer contribution / active EE | $686 | $2,991-77.1% | $2,517-72.7% | $4,299-84.0% |
| Participant deferral / active EE | $1,670 | $4,809-65.3% | $4,155-59.8% | $6,507-74.3% |
| Admin fee / account holder | $16,044 | $8,563+87.4% | $7,231+121.9% | $12,624+27.1% |