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 | $145,758 | $74,927+94.5% | $101,794+43.2% | $84,808+71.9% |
| Participation rate | 66.0% | 61.4%+4.6pp | 69.2%-3.2pp | 68.3%-2.4pp |
| Annual return | 12.84% | 18.70%-5.9pp | 30.53%-17.7pp | 40.90%-28.1pp |
| Employer contribution / active EE | $576 | $1,522-62.2% | $2,289-74.8% | $2,631-78.1% |
| Participant deferral / active EE | $2,059 | $3,099-33.6% | $4,084-49.6% | $4,212-51.1% |
| Admin fee / account holder | $11,897 | $6,514+82.6% | $8,777+35.5% | $7,344+62.0% |