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 | $61,025 | $52,681+15.8% | $75,781-19.5% | $59,632+2.3% |
| Participation rate | 50.0% | 67.2%-17.2pp | 75.8%-25.8pp | 68.7%-18.7pp |
| Annual return | 25.45% | 2.95%+22.5pp | 9.68%+15.8pp | 2041.28%-2015.8pp |
| Employer contribution / active EE | $970 | $2,193-55.8% | $3,323-70.8% | $2,203-56.0% |
| Participant deferral / active EE | $3,319 | $2,591+28.1% | $3,651-9.1% | $3,192+4.0% |
| Admin fee / account holder | $359 | $3,610-90.1% | $5,299-93.2% | $4,297-91.6% |