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 | $92,139 | $63,764+44.5% | $81,930+12.5% | $79,858+15.4% |
| Participation rate | 55.6% | 67.5%-11.9pp | 72.0%-16.4pp | 69.6%-14.1pp |
| Annual return | 22.86% | 22.66%+0.2pp | 29.49%-6.6pp | 31.71%-8.9pp |
| Employer contribution / active EE | $625 | $1,795-65.2% | $4,310-85.5% | $2,471-74.7% |
| Participant deferral / active EE | $3,559 | $2,780+28.0% | $7,107-49.9% | $3,740-4.8% |
| Admin fee / account holder | $17,934 | $4,426+305.2% | $5,158+247.7% | $5,306+238.0% |