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 | $106,911 | $72,277+47.9% | $101,248+5.6% | $79,858+33.9% |
| Participation rate | 16.7% | 68.5%-51.8pp | 75.8%-59.1pp | 69.6%-53.0pp |
| Annual return | 18.37% | 22.30%-3.9pp | 46.47%-28.1pp | 31.71%-13.3pp |
| Employer contribution / active EE | $835 | $2,692-69.0% | $3,660-77.2% | $2,471-66.2% |
| Participant deferral / active EE | $2,802 | $3,282-14.6% | $4,370-35.9% | $3,740-25.1% |
| Admin fee / account holder | $1,459 | $4,400-66.9% | $5,945-75.5% | $5,306-72.5% |