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 | $113,301 | $53,018+113.7% | $70,014+61.8% | $62,891+80.2% |
| Participation rate | 65.6% | 67.2%-1.6pp | 71.8%-6.2pp | 69.3%-3.7pp |
| Annual return | 4.86% | 13.35%-8.5pp | 12.99%-8.1pp | 20.14%-15.3pp |
| Employer contribution / active EE | $877 | $1,799-51.2% | $2,338-62.5% | $2,281-61.5% |
| Participant deferral / active EE | $3,299 | $2,395+37.7% | $2,931+12.6% | $3,203+3.0% |
| Admin fee / account holder | $4,851 | $3,690+31.5% | $4,380+10.7% | $4,296+12.9% |