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 | $101,290 | $64,480+57.1% | $81,382+24.5% | $80,856+25.3% |
| Participation rate | 5.3% | 63.9%-58.6pp | 69.5%-64.2pp | 67.6%-62.4pp |
| Annual return | 15.88% | 16.34%-0.5pp | 24.73%-8.9pp | 35.59%-19.7pp |
| Employer contribution / active EE | $829 | $1,978-58.1% | $2,463-66.3% | $2,755-69.9% |
| Participant deferral / active EE | $3,028 | $3,094-2.1% | $3,883-22.0% | $4,296-29.5% |
| Admin fee / account holder | $9,261 | $5,671+63.3% | $5,768+60.5% | $6,918+33.9% |