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 | $103,936 | $65,246+59.3% | $98,716+5.3% | $67,986+52.9% |
| Participation rate | 60.0% | 51.4%+8.6pp | 69.3%-9.3pp | 57.2%+2.8pp |
| Annual return | 14.53% | 20.58%-6.0pp | 31.81%-17.3pp | 31.67%-17.1pp |
| Employer contribution / active EE | $651 | $1,042-37.5% | $2,279-71.4% | $2,019-67.8% |
| Participant deferral / active EE | $3,088 | $2,594+19.0% | $4,048-23.7% | $3,358-8.1% |
| Admin fee / account holder | $7,506 | $4,561+64.6% | $8,703-13.7% | $3,203+134.3% |