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 | $97,302 | $65,561+48.4% | $91,541+6.3% | $74,304+31.0% |
| Participation rate | 54.5% | 56.6%-2.1pp | 69.8%-15.3pp | 60.3%-5.9pp |
| Annual return | 22.20% | 17.68%+4.5pp | 20.50%+1.7pp | 29.43%-7.2pp |
| Employer contribution / active EE | $456 | $1,717-73.4% | $2,505-81.8% | $2,241-79.7% |
| Participant deferral / active EE | $4,801 | $2,918+64.5% | $4,008+19.8% | $3,767+27.4% |
| Admin fee / account holder | $1,575 | $3,333-52.7% | $6,956-77.4% | $2,969-47.0% |