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 7-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 | $117,190 | $87,013+34.7% | $106,213+10.3% | $80,856+44.9% |
| Participation rate | 58.6% | 70.4%-11.8pp | 75.3%-16.7pp | 67.6%-9.0pp |
| Annual return | 10.98% | 17.05%-6.1pp | 116.14%-105.2pp | 35.59%-24.6pp |
| Employer contribution / active EE | $839 | $2,395-65.0% | $3,171-73.6% | $2,755-69.6% |
| Participant deferral / active EE | $3,083 | $3,986-22.7% | $5,016-38.5% | $4,296-28.2% |
| Admin fee / account holder | $2,131 | $8,431-74.7% | $11,033-80.7% | $6,918-69.2% |