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 | $120,551 | $95,803+25.8% | $113,168+6.5% | $84,808+42.1% |
| Participation rate | 53.2% | 72.9%-19.6pp | 76.6%-23.3pp | 68.3%-15.1pp |
| Annual return | 18.11% | 25.00%-6.9pp | 24.27%-6.2pp | 40.90%-22.8pp |
| Employer contribution / active EE | $994 | $2,360-57.9% | $2,975-66.6% | $2,631-62.2% |
| Participant deferral / active EE | $3,009 | $4,242-29.1% | $5,107-41.1% | $4,212-28.5% |
| Admin fee / account holder | $1,342 | $8,989-85.1% | $12,068-88.9% | $7,344-81.7% |