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 | $110,927 | $73,787+50.3% | $98,716+12.4% | $82,448+34.5% |
| Participation rate | 63.9% | 61.4%+2.4pp | 69.3%-5.4pp | 68.1%-4.2pp |
| Annual return | 18.03% | 18.57%-0.5pp | 31.81%-13.8pp | 41.64%-23.6pp |
| Employer contribution / active EE | $482 | $1,511-68.1% | $2,279-78.9% | $2,551-81.1% |
| Participant deferral / active EE | $6,146 | $3,081+99.5% | $4,048+51.8% | $4,139+48.5% |
| Admin fee / account holder | $34,648 | $6,500+433.0% | $8,703+298.1% | $7,234+378.9% |