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 | $127,882 | $94,625+35.1% | $116,228+10.0% | $84,808+50.8% |
| Participation rate | 32.5% | 70.4%-37.9pp | 74.6%-42.1pp | 68.3%-35.8pp |
| Annual return | 13.87% | 20.40%-6.5pp | 90.06%-76.2pp | 40.90%-27.0pp |
| Employer contribution / active EE | $866 | $2,347-63.1% | $2,994-71.1% | $2,631-67.1% |
| Participant deferral / active EE | $2,007 | $3,972-49.5% | $4,953-59.5% | $4,212-52.3% |
| Admin fee / account holder | $4,244 | $10,091-57.9% | $11,989-64.6% | $7,344-42.2% |