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 | $123,261 | $60,349+104.2% | $74,183+66.2% | $62,891+96.0% |
| Participation rate | 64.3% | 72.7%-8.4pp | 76.6%-12.3pp | 69.3%-5.0pp |
| Annual return | 8.49% | 21.37%-12.9pp | 17.74%-9.2pp | 20.14%-11.7pp |
| Employer contribution / active EE | $446 | $1,680-73.5% | $2,370-81.2% | $2,281-80.5% |
| Participant deferral / active EE | $3,356 | $2,856+17.5% | $3,550-5.5% | $3,203+4.8% |
| Admin fee / account holder | $590 | $4,261-86.1% | $5,586-89.4% | $4,296-86.3% |