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 | $105,692 | $63,114+67.5% | $92,893+13.8% | $65,185+62.1% |
| Participation rate | 59.1% | 68.8%-9.7pp | 76.0%-16.9pp | 70.2%-11.1pp |
| Annual return | 18.96% | 28.75%-9.8pp | 109.41%-90.5pp | 29.38%-10.4pp |
| Employer contribution / active EE | $597 | $2,571-76.8% | $3,653-83.6% | $2,177-72.6% |
| Participant deferral / active EE | $3,956 | $3,108+27.3% | $4,236-6.6% | $3,514+12.6% |
| Admin fee / account holder | $5,648 | $624+805.7% | $5,794-2.5% | $847+566.7% |