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 | $77,374 | $49,915+55.0% | $154,803-50.0% | $74,304+4.1% |
| Participation rate | 37.7% | 54.0%-16.2pp | 78.1%-40.3pp | 60.3%-22.6pp |
| Annual return | 12.59% | 34.06%-21.5pp | 58.88%-46.3pp | 29.43%-16.8pp |
| Employer contribution / active EE | $713 | $1,611-55.8% | $4,305-83.4% | $2,241-68.2% |
| Participant deferral / active EE | $969 | $2,255-57.0% | $5,540-82.5% | $3,767-74.3% |
| Admin fee / account holder | $2,854 | $2,189+30.4% | $14,329-80.1% | $2,969-3.9% |