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 | $147,260 | $117,983+24.8% | $101,794+44.7% | $142,382+3.4% |
| Participation rate | 62.5% | 74.2%-11.7pp | 69.2%-6.7pp | 80.1%-17.6pp |
| Annual return | 10.72% | 36.92%-26.2pp | 30.53%-19.8pp | 217.08%-206.4pp |
| Employer contribution / active EE | $774 | $2,773-72.1% | $2,289-66.2% | $4,299-82.0% |
| Participant deferral / active EE | $5,945 | $4,714+26.1% | $4,084+45.6% | $6,507-8.6% |
| Admin fee / account holder | $1,334 | $10,433-87.2% | $8,777-84.8% | $12,624-89.4% |