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 | $116,265 | $81,460+42.7% | $103,333+12.5% | $80,856+43.8% |
| Participation rate | 69.0% | 66.8%+2.1pp | 74.5%-5.5pp | 67.6%+1.3pp |
| Annual return | 14.96% | 25.55%-10.6pp | 24.88%-9.9pp | 35.59%-20.6pp |
| Employer contribution / active EE | $872 | $3,105-71.9% | $3,868-77.5% | $2,755-68.4% |
| Participant deferral / active EE | $4,914 | $3,869+27.0% | $5,057-2.8% | $4,296+14.4% |
| Admin fee / account holder | $2,621 | $6,566-60.1% | $8,355-68.6% | $6,918-62.1% |