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 | $111,748 | $53,596+108.5% | $90,645+23.3% | $64,186+74.1% |
| Participation rate | 65.9% | 64.5%+1.3pp | 74.0%-8.2pp | 69.6%-3.7pp |
| Annual return | 9.96% | 4.41%+5.5pp | 1.88%+8.1pp | 7.63%+2.3pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,532-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,718 | $2,459+10.5% | $3,425-20.6% | $3,470-21.7% |
| Admin fee / account holder | $3,431 | $3,868-11.3% | $4,994-31.3% | $4,888-29.8% |