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 | $222,929 | $109,413+103.8% | $156,263+42.7% | $84,808+162.9% |
| Participation rate | 59.3% | 72.7%-13.4pp | 78.9%-19.6pp | 68.3%-9.0pp |
| Annual return | 13.84% | 20.18%-6.3pp | 59.47%-45.6pp | 40.90%-27.1pp |
| Employer contribution / active EE | $817 | $2,907-71.9% | $4,333-81.2% | $2,631-69.0% |
| Participant deferral / active EE | $6,545 | $4,590+42.6% | $6,158+6.3% | $4,212+55.4% |
| Admin fee / account holder | $9,205 | $9,357-1.6% | $14,255-35.4% | $7,344+25.3% |