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 | $99,246 | $60,349+64.5% | $74,183+33.8% | $62,891+57.8% |
| Participation rate | 68.8% | 72.7%-4.0pp | 76.6%-7.9pp | 69.3%-0.6pp |
| Annual return | 8.48% | 21.37%-12.9pp | 17.74%-9.3pp | 20.14%-11.7pp |
| Employer contribution / active EE | $384 | $1,680-77.2% | $2,370-83.8% | $2,281-83.2% |
| Participant deferral / active EE | $3,948 | $2,856+38.2% | $3,550+11.2% | $3,203+23.3% |
| Admin fee / account holder | $13,384 | $4,261+214.1% | $5,586+139.6% | $4,296+211.6% |