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 | $96,496 | $57,016+69.2% | $84,966+13.6% | $80,856+19.3% |
| Participation rate | 18.5% | 56.3%-37.8pp | 67.5%-49.0pp | 67.6%-49.1pp |
| Annual return | 11.01% | 21.66%-10.7pp | 66.38%-55.4pp | 35.59%-24.6pp |
| Employer contribution / active EE | $884 | $1,798-50.9% | $2,727-67.6% | $2,755-67.9% |
| Participant deferral / active EE | $3,739 | $3,110+20.2% | $4,519-17.3% | $4,296-13.0% |
| Admin fee / account holder | $2,654 | $4,980-46.7% | $6,149-56.8% | $6,918-61.6% |