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 | $107,087 | $83,477+28.3% | $125,175-14.5% | $72,985+46.7% |
| Participation rate | 58.3% | 73.3%-15.0pp | 79.8%-21.4pp | 69.5%-11.2pp |
| Annual return | 23.65% | 25.78%-2.1pp | 43.79%-20.1pp | 81.00%-57.4pp |
| Employer contribution / active EE | $559 | $2,345-76.2% | $3,865-85.5% | $2,440-77.1% |
| Participant deferral / active EE | $1,785 | $3,585-50.2% | $4,937-63.8% | $3,607-50.5% |
| Admin fee / account holder | $7,746 | $5,517+40.4% | $9,702-20.2% | $5,124+51.2% |