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 | $104,763 | $66,098+58.5% | $101,794+2.9% | $74,304+41.0% |
| Participation rate | 59.8% | 53.8%+6.0pp | 69.2%-9.4pp | 60.3%-0.5pp |
| Annual return | 13.29% | 19.59%-6.3pp | 30.53%-17.2pp | 29.43%-16.1pp |
| Employer contribution / active EE | $973 | $1,082-10.0% | $2,289-57.5% | $2,241-56.6% |
| Participant deferral / active EE | $3,302 | $2,781+18.7% | $4,084-19.1% | $3,767-12.3% |
| Admin fee / account holder | $12,465 | $4,146+200.7% | $8,777+42.0% | $2,969+319.9% |