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 | $110,927 | $74,927+48.0% | $101,794+9.0% | $84,808+30.8% |
| Participation rate | 63.9% | 61.4%+2.5pp | 69.2%-5.3pp | 68.3%-4.5pp |
| Annual return | 18.03% | 18.70%-0.7pp | 30.53%-12.5pp | 40.90%-22.9pp |
| Employer contribution / active EE | $482 | $1,522-68.4% | $2,289-79.0% | $2,631-81.7% |
| Participant deferral / active EE | $6,146 | $3,099+98.3% | $4,084+50.5% | $4,212+45.9% |
| Admin fee / account holder | $34,648 | $6,514+431.9% | $8,777+294.8% | $7,344+371.8% |