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 | $83,218 | $51,175+62.6% | $70,515+18.0% | $75,163+10.7% |
| Participation rate | 51.8% | 60.9%-9.1pp | 68.3%-16.5pp | 67.2%-15.4pp |
| Annual return | 18.89% | 30.02%-11.1pp | 32.77%-13.9pp | 160.62%-141.7pp |
| Employer contribution / active EE | $708 | $1,826-61.2% | $2,973-76.2% | $2,670-73.5% |
| Participant deferral / active EE | $3,694 | $2,849+29.7% | $4,567-19.1% | $4,125-10.4% |
| Admin fee / account holder | $6,367 | $4,091+55.7% | $6,412-0.7% | $5,651+12.7% |