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 3-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 | $98,104 | $64,480+52.1% | $81,382+20.5% | $80,856+21.3% |
| Participation rate | 25.4% | 63.9%-38.4pp | 69.5%-44.1pp | 67.6%-42.2pp |
| Annual return | 15.31% | 16.34%-1.0pp | 24.73%-9.4pp | 35.59%-20.3pp |
| Employer contribution / active EE | $779 | $1,978-60.6% | $2,463-68.4% | $2,755-71.7% |
| Participant deferral / active EE | $2,186 | $3,094-29.4% | $3,883-43.7% | $4,296-49.1% |
| Admin fee / account holder | $11,059 | $5,671+95.0% | $5,768+91.7% | $6,918+59.9% |