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 | $99,899 | $59,839+66.9% | $81,983+21.9% | $79,858+25.1% |
| Participation rate | 67.6% | 61.6%+6.0pp | 69.2%-1.7pp | 69.6%-2.1pp |
| Annual return | 15.71% | 17.56%-1.9pp | 41.31%-25.6pp | 31.71%-16.0pp |
| Employer contribution / active EE | $487 | $1,713-71.6% | $2,498-80.5% | $2,471-80.3% |
| Participant deferral / active EE | $3,232 | $2,695+19.9% | $3,722-13.2% | $3,740-13.6% |
| Admin fee / account holder | $1,152 | $4,287-73.1% | $5,664-79.7% | $5,306-78.3% |