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 | $134,806 | $54,541+147.2% | $78,778+71.1% | $70,131+92.2% |
| Participation rate | 52.7% | 60.8%-8.1pp | 69.2%-16.5pp | 69.5%-16.8pp |
| Annual return | 13.23% | 21.07%-7.8pp | 35.62%-22.4pp | 73.14%-59.9pp |
| Employer contribution / active EE | $603 | $1,089-44.6% | $1,986-69.6% | $2,342-74.2% |
| Participant deferral / active EE | $1,104 | $2,210-50.1% | $2,958-62.7% | $3,332-66.9% |
| Admin fee / account holder | $6,474 | $3,709+74.6% | $5,134+26.1% | $4,645+39.4% |