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 | $156,735 | $110,257+42.2% | $96,544+62.3% | $139,434+12.4% |
| Participation rate | 63.6% | 78.1%-14.5pp | 76.0%-12.3pp | 80.3%-16.7pp |
| Annual return | 14.39% | 26.32%-11.9pp | 25.84%-11.4pp | 372.94%-358.6pp |
| Employer contribution / active EE | $1,027 | $3,620-71.6% | $2,965-65.4% | $4,751-78.4% |
| Participant deferral / active EE | $2,937 | $5,548-47.1% | $4,851-39.4% | $6,710-56.2% |
| Admin fee / account holder | $8,412 | $11,591-27.4% | $8,252+1.9% | $11,403-26.2% |