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 | $107,728 | $78,422+37.4% | $95,952+12.3% | $79,858+34.9% |
| Participation rate | 50.0% | 73.5%-23.5pp | 77.1%-27.1pp | 69.6%-19.6pp |
| Annual return | 10.56% | 19.37%-8.8pp | 91.61%-81.0pp | 31.71%-21.1pp |
| Employer contribution / active EE | $980 | $1,945-49.6% | $2,541-61.4% | $2,471-60.3% |
| Participant deferral / active EE | $3,426 | $3,440-0.4% | $4,167-17.8% | $3,740-8.4% |
| Admin fee / account holder | $2,566 | $5,622-54.4% | $6,795-62.2% | $5,306-51.6% |