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 | $129,654 | $51,175+153.4% | $70,515+83.9% | $75,163+72.5% |
| Participation rate | 69.7% | 60.9%+8.8pp | 68.3%+1.3pp | 67.2%+2.5pp |
| Annual return | 13.65% | 30.02%-16.4pp | 32.77%-19.1pp | 160.62%-147.0pp |
| Employer contribution / active EE | $617 | $1,826-66.2% | $2,973-79.3% | $2,670-76.9% |
| Participant deferral / active EE | $3,740 | $2,849+31.2% | $4,567-18.1% | $4,125-9.3% |
| Admin fee / account holder | $1,240 | $4,091-69.7% | $6,412-80.7% | $5,651-78.1% |