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 | $108,624 | $60,022+81.0% | $88,946+22.1% | $84,808+28.1% |
| Participation rate | 57.1% | 57.8%-0.7pp | 68.8%-11.7pp | 68.3%-11.2pp |
| Annual return | 16.94% | 22.43%-5.5pp | 57.82%-40.9pp | 40.90%-24.0pp |
| Employer contribution / active EE | $778 | $1,703-54.3% | $2,555-69.6% | $2,631-70.4% |
| Participant deferral / active EE | $5,782 | $3,114+85.7% | $4,581+26.2% | $4,212+37.3% |
| Admin fee / account holder | $4,077 | $4,811-15.3% | $8,261-50.7% | $7,344-44.5% |