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 | $176,063 | $95,803+83.8% | $113,168+55.6% | $84,808+107.6% |
| Participation rate | 59.2% | 72.9%-13.7pp | 76.6%-17.4pp | 68.3%-9.1pp |
| Annual return | 18.25% | 25.00%-6.8pp | 24.27%-6.0pp | 40.90%-22.6pp |
| Employer contribution / active EE | $859 | $2,360-63.6% | $2,975-71.1% | $2,631-67.3% |
| Participant deferral / active EE | $4,101 | $4,242-3.3% | $5,107-19.7% | $4,212-2.6% |
| Admin fee / account holder | $2,957 | $8,989-67.1% | $12,068-75.5% | $7,344-59.7% |