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 | $116,016 | $73,933+56.9% | $96,683+20.0% | $75,163+54.4% |
| Participation rate | 66.1% | 66.4%-0.4pp | 74.3%-8.3pp | 67.2%-1.1pp |
| Annual return | 13.33% | 26.70%-13.4pp | 35.69%-22.4pp | 160.62%-147.3pp |
| Employer contribution / active EE | $778 | $2,928-73.4% | $3,737-79.2% | $2,670-70.8% |
| Participant deferral / active EE | $4,799 | $3,659+31.2% | $4,878-1.6% | $4,125+16.3% |
| Admin fee / account holder | $46,250 | $5,216+786.6% | $6,730+587.3% | $5,651+718.4% |