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 | $82,261 | $59,097+39.2% | $82,389-0.2% | $74,304+10.7% |
| Participation rate | 45.0% | 52.8%-7.8pp | 69.5%-24.5pp | 60.3%-15.3pp |
| Annual return | 16.22% | 22.85%-6.6pp | 28.67%-12.4pp | 29.43%-13.2pp |
| Employer contribution / active EE | $942 | $1,601-41.1% | $2,517-62.6% | $2,241-58.0% |
| Participant deferral / active EE | $3,771 | $2,775+35.9% | $4,155-9.2% | $3,767+0.1% |
| Admin fee / account holder | $4,856 | $4,489+8.2% | $7,231-32.8% | $2,969+63.6% |