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 | $130,802 | $65,246+100.5% | $98,716+32.5% | $67,986+92.4% |
| Participation rate | 61.7% | 51.4%+10.2pp | 69.3%-7.6pp | 57.2%+4.5pp |
| Annual return | 15.62% | 20.58%-5.0pp | 31.81%-16.2pp | 31.67%-16.0pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $2,279-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $3,678 | $2,594+41.8% | $4,048-9.1% | $3,358+9.5% |
| Admin fee / account holder | $3,237 | $4,561-29.0% | $8,703-62.8% | $3,203+1.1% |