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 | $111,252 | $67,894+63.9% | $89,340+24.5% | $82,448+34.9% |
| Participation rate | 43.2% | 64.0%-20.9pp | 69.6%-26.4pp | 68.1%-24.9pp |
| Annual return | 14.27% | 19.21%-4.9pp | 20.57%-6.3pp | 41.64%-27.4pp |
| Employer contribution / active EE | $979 | $1,828-46.5% | $2,231-56.1% | $2,551-61.6% |
| Participant deferral / active EE | $3,383 | $3,072+10.1% | $3,823-11.5% | $4,139-18.3% |
| Admin fee / account holder | $6,253 | $5,723+9.3% | $6,704-6.7% | $7,234-13.6% |