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 | $115,169 | $78,422+46.9% | $95,952+20.0% | $79,858+44.2% |
| Participation rate | 54.5% | 73.5%-18.9pp | 77.1%-22.5pp | 69.6%-15.1pp |
| Annual return | 10.20% | 19.37%-9.2pp | 91.61%-81.4pp | 31.71%-21.5pp |
| Employer contribution / active EE | $699 | $1,945-64.1% | $2,541-72.5% | $2,471-71.7% |
| Participant deferral / active EE | $3,224 | $3,440-6.3% | $4,167-22.6% | $3,740-13.8% |
| Admin fee / account holder | $2,289 | $5,622-59.3% | $6,795-66.3% | $5,306-56.9% |