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 8-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 | $125,325 | $94,625+32.4% | $116,228+7.8% | $84,808+47.8% |
| Participation rate | 62.2% | 70.4%-8.2pp | 74.6%-12.3pp | 68.3%-6.1pp |
| Annual return | 15.28% | 20.40%-5.1pp | 90.06%-74.8pp | 40.90%-25.6pp |
| Employer contribution / active EE | $816 | $2,347-65.2% | $2,994-72.7% | $2,631-69.0% |
| Participant deferral / active EE | $4,679 | $3,972+17.8% | $4,953-5.5% | $4,212+11.1% |
| Admin fee / account holder | $2,716 | $10,091-73.1% | $11,989-77.3% | $7,344-63.0% |