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 | $101,605 | $73,787+37.7% | $98,716+2.9% | $82,448+23.2% |
| Participation rate | 69.3% | 61.4%+7.9pp | 69.3%0pp | 68.1%+1.3pp |
| Annual return | 13.77% | 18.57%-4.8pp | 31.81%-18.0pp | 41.64%-27.9pp |
| Employer contribution / active EE | $597 | $1,511-60.5% | $2,279-73.8% | $2,551-76.6% |
| Participant deferral / active EE | $4,699 | $3,081+52.5% | $4,048+16.1% | $4,139+13.5% |
| Admin fee / account holder | $7,909 | $6,500+21.7% | $8,703-9.1% | $7,234+9.3% |