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 | $109,529 | $60,892+79.9% | $82,389+32.9% | $84,808+29.1% |
| Participation rate | 51.7% | 63.3%-11.5pp | 69.5%-17.8pp | 68.3%-16.6pp |
| Annual return | 15.82% | 37.29%-21.5pp | 28.67%-12.8pp | 40.90%-25.1pp |
| Employer contribution / active EE | $578 | $1,779-67.5% | $2,517-77.0% | $2,631-78.0% |
| Participant deferral / active EE | $3,194 | $3,179+0.5% | $4,155-23.1% | $4,212-24.2% |
| Admin fee / account holder | $7,299 | $5,467+33.5% | $7,231+1.0% | $7,344-0.6% |