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 | $66,098+57.2% | $101,794+2.1% | $74,304+39.9% |
| Participation rate | 60.0% | 53.8%+6.2pp | 69.2%-9.2pp | 60.3%-0.3pp |
| Annual return | 14.53% | 19.59%-5.1pp | 30.53%-16.0pp | 29.43%-14.9pp |
| Employer contribution / active EE | $651 | $1,082-39.8% | $2,289-71.6% | $2,241-71.0% |
| Participant deferral / active EE | $3,088 | $2,781+11.0% | $4,084-24.4% | $3,767-18.0% |
| Admin fee / account holder | $7,506 | $4,146+81.1% | $8,777-14.5% | $2,969+152.8% |