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 | $108,220 | $66,098+63.7% | $101,794+6.3% | $74,304+45.6% |
| Participation rate | 63.0% | 53.8%+9.2pp | 69.2%-6.2pp | 60.3%+2.6pp |
| Annual return | 15.79% | 19.59%-3.8pp | 30.53%-14.7pp | 29.43%-13.6pp |
| Employer contribution / active EE | $1,015 | $1,082-6.2% | $2,289-55.7% | $2,241-54.7% |
| Participant deferral / active EE | $2,909 | $2,781+4.6% | $4,084-28.8% | $3,767-22.8% |
| Admin fee / account holder | $11,866 | $4,146+186.2% | $8,777+35.2% | $2,969+299.7% |