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 | $88,251 | $58,828+50.0% | $77,999+13.1% | $62,891+40.3% |
| Participation rate | 62.8% | 71.1%-8.3pp | 75.5%-12.7pp | 69.3%-6.5pp |
| Annual return | 5.91% | 17.16%-11.3pp | 425.96%-420.1pp | 20.14%-14.2pp |
| Employer contribution / active EE | $403 | $1,672-75.9% | $2,470-83.7% | $2,281-82.3% |
| Participant deferral / active EE | $3,287 | $2,686+22.4% | $3,497-6.0% | $3,203+2.6% |
| Admin fee / account holder | $8,105 | $4,393+84.5% | $5,480+47.9% | $4,296+88.7% |