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 | $105,233 | $81,248+29.5% | $155,509-32.3% | $80,856+30.1% |
| Participation rate | 56.1% | 66.2%-10.1pp | 78.2%-22.1pp | 67.6%-11.5pp |
| Annual return | 12.68% | 33.31%-20.6pp | 64.67%-52.0pp | 35.59%-22.9pp |
| Employer contribution / active EE | $923 | $3,100-70.2% | $4,672-80.2% | $2,755-66.5% |
| Participant deferral / active EE | $3,027 | $3,452-12.3% | $5,626-46.2% | $4,296-29.5% |
| Admin fee / account holder | $6,257 | $7,997-21.8% | $15,912-60.7% | $6,918-9.6% |