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 | $143,124 | $80,717+77.3% | $154,803-7.5% | $84,808+68.8% |
| Participation rate | 53.5% | 66.8%-13.3pp | 78.1%-24.6pp | 68.3%-14.8pp |
| Annual return | 13.92% | 37.96%-24.0pp | 58.88%-45.0pp | 40.90%-27.0pp |
| Employer contribution / active EE | $455 | $2,761-83.5% | $4,305-89.4% | $2,631-82.7% |
| Participant deferral / active EE | $5,607 | $3,303+69.7% | $5,540+1.2% | $4,212+33.1% |
| Admin fee / account holder | $5,454 | $6,746-19.1% | $14,329-61.9% | $7,344-25.7% |