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 | $105,672 | $71,050+48.7% | $93,606+12.9% | $80,856+30.7% |
| Participation rate | 56.2% | 60.4%-4.2pp | 68.7%-12.6pp | 67.6%-11.5pp |
| Annual return | 12.54% | 11.26%+1.3pp | 133.20%-120.7pp | 35.59%-23.1pp |
| Employer contribution / active EE | $1,264 | $1,564-19.2% | $2,420-47.8% | $2,755-54.1% |
| Participant deferral / active EE | $3,053 | $4,034-24.3% | $4,411-30.8% | $4,296-28.9% |
| Admin fee / account holder | $6,444 | $6,945-7.2% | $8,285-22.2% | $6,918-6.8% |