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 | $109,225 | $69,362+57.5% | $101,248+7.9% | $73,488+48.6% |
| Participation rate | 61.1% | 68.4%-7.3pp | 75.8%-14.7pp | 70.7%-9.6pp |
| Annual return | 12.53% | 18.46%-5.9pp | 46.47%-33.9pp | 28.51%-16.0pp |
| Employer contribution / active EE | $606 | $2,628-76.9% | $3,660-83.4% | $2,270-73.3% |
| Participant deferral / active EE | $4,376 | $3,300+32.6% | $4,370+0.1% | $3,740+17.0% |
| Admin fee / account holder | $14,645 | $704+1981.5% | $5,945+146.3% | $513+2754.3% |