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 | $116,633 | $87,870+32.7% | $113,168+3.1% | $74,304+57.0% |
| Participation rate | 58.9% | 70.7%-11.9pp | 76.6%-17.7pp | 60.3%-1.5pp |
| Annual return | 13.24% | 26.44%-13.2pp | 24.27%-11.0pp | 29.43%-16.2pp |
| Employer contribution / active EE | $1,024 | $2,277-55.0% | $2,975-65.6% | $2,241-54.3% |
| Participant deferral / active EE | $4,095 | $4,241-3.4% | $5,107-19.8% | $3,767+8.7% |
| Admin fee / account holder | $6,288 | $3,368+86.7% | $12,068-47.9% | $2,969+111.8% |