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 | $100,963 | $81,208+24.3% | $98,907+2.1% | $79,858+26.4% |
| Participation rate | 64.5% | 72.5%-8.0pp | 76.0%-11.5pp | 69.6%-5.1pp |
| Annual return | 15.48% | 60.99%-45.5pp | 196.43%-181.0pp | 31.71%-16.2pp |
| Employer contribution / active EE | $821 | $1,960-58.1% | $2,689-69.5% | $2,471-66.8% |
| Participant deferral / active EE | $2,400 | $3,265-26.5% | $4,244-43.5% | $3,740-35.8% |
| Admin fee / account holder | $982 | $6,013-83.7% | $6,642-85.2% | $5,306-81.5% |