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 | $119,962 | $58,851+103.8% | $115,157+4.2% | $72,985+64.4% |
| Participation rate | 32.9% | 65.5%-32.7pp | 75.9%-43.0pp | 69.5%-36.6pp |
| Annual return | 30.56% | 23.16%+7.4pp | 35.60%-5.0pp | 81.00%-50.4pp |
| Employer contribution / active EE | $740 | $1,798-58.9% | $3,179-76.7% | $2,440-69.7% |
| Participant deferral / active EE | $1,972 | $2,643-25.4% | $4,168-52.7% | $3,607-45.3% |
| Admin fee / account holder | $1,101 | $6,370-82.7% | $7,088-84.5% | $5,124-78.5% |