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 | $115,482 | $73,933+56.2% | $96,683+19.4% | $75,163+53.6% |
| Participation rate | 28.9% | 66.4%-37.5pp | 74.3%-45.4pp | 67.2%-38.2pp |
| Annual return | 20.20% | 26.70%-6.5pp | 35.69%-15.5pp | 160.62%-140.4pp |
| Employer contribution / active EE | $935 | $2,928-68.1% | $3,737-75.0% | $2,670-65.0% |
| Participant deferral / active EE | $2,302 | $3,659-37.1% | $4,878-52.8% | $4,125-44.2% |
| Admin fee / account holder | $2,078 | $5,216-60.2% | $6,730-69.1% | $5,651-63.2% |