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 | $112,281 | $74,927+49.9% | $101,794+10.3% | $84,808+32.4% |
| Participation rate | 32.8% | 61.4%-28.6pp | 69.2%-36.4pp | 68.3%-35.5pp |
| Annual return | 15.51% | 18.70%-3.2pp | 30.53%-15.0pp | 40.90%-25.4pp |
| Employer contribution / active EE | $724 | $1,522-52.4% | $2,289-68.4% | $2,631-72.5% |
| Participant deferral / active EE | $2,064 | $3,099-33.4% | $4,084-49.5% | $4,212-51.0% |
| Admin fee / account holder | $7,362 | $6,514+13.0% | $8,777-16.1% | $7,344+0.2% |