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 | $111,432 | $48,076+131.8% | $78,689+41.6% | $62,891+77.2% |
| Participation rate | 39.3% | 65.2%-25.9pp | 73.6%-34.3pp | 69.3%-30.0pp |
| Annual return | 6.29% | 31.35%-25.1pp | 62.18%-55.9pp | 20.14%-13.9pp |
| Employer contribution / active EE | $448 | $2,015-77.7% | $2,851-84.3% | $2,281-80.3% |
| Participant deferral / active EE | $1,977 | $2,588-23.6% | $3,517-43.8% | $3,203-38.3% |
| Admin fee / account holder | $1,889 | $3,207-41.1% | $4,510-58.1% | $4,296-56.0% |