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 | $104,823 | $58,726+78.5% | $92,233+13.7% | $62,292+68.3% |
| Participation rate | 63.0% | 68.3%-5.3pp | 76.5%-13.5pp | 69.5%-6.5pp |
| Annual return | 18.95% | 43.62%-24.7pp | 176.28%-157.3pp | 28.90%-9.9pp |
| Employer contribution / active EE | $974 | $2,392-59.3% | $3,679-73.5% | $2,042-52.3% |
| Participant deferral / active EE | $6,315 | $2,766+128.3% | $3,897+62.1% | $3,169+99.3% |
| Admin fee / account holder | $3,683 | $556+561.8% | $5,194-29.1% | $479+668.3% |