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 | $100,763 | $72,012+39.9% | $185,823-45.8% | $79,858+26.2% |
| Participation rate | 67.6% | 65.8%+1.8pp | 78.0%-10.5pp | 69.6%-2.1pp |
| Annual return | 20.02% | 23.12%-3.1pp | 35.95%-15.9pp | 31.71%-11.7pp |
| Employer contribution / active EE | $433 | $1,965-77.9% | $4,087-89.4% | $2,471-82.5% |
| Participant deferral / active EE | $3,306 | $3,779-12.5% | $5,632-41.3% | $3,740-11.6% |
| Admin fee / account holder | $28,543 | $4,513+532.5% | $9,500+200.4% | $5,306+437.9% |