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 | $91,708 | $51,175+79.2% | $70,515+30.1% | $75,163+22.0% |
| Participation rate | 32.4% | 60.9%-28.6pp | 68.3%-36.0pp | 67.2%-34.8pp |
| Annual return | 15.73% | 30.02%-14.3pp | 32.77%-17.0pp | 160.62%-144.9pp |
| Employer contribution / active EE | $424 | $1,826-76.8% | $2,973-85.7% | $2,670-84.1% |
| Participant deferral / active EE | $3,614 | $2,849+26.8% | $4,567-20.9% | $4,125-12.4% |
| Admin fee / account holder | $4,122 | $4,091+0.8% | $6,412-35.7% | $5,651-27.0% |