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 | $68,719+61.9% | $91,541+21.5% | $84,808+31.2% |
| Participation rate | 43.2% | 64.5%-21.3pp | 69.8%-26.6pp | 68.3%-25.1pp |
| Annual return | 14.27% | 19.12%-4.8pp | 20.50%-6.2pp | 40.90%-26.6pp |
| Employer contribution / active EE | $979 | $1,920-49.0% | $2,505-60.9% | $2,631-62.8% |
| Participant deferral / active EE | $3,383 | $3,136+7.9% | $4,008-15.6% | $4,212-19.7% |
| Admin fee / account holder | $6,253 | $5,786+8.1% | $6,956-10.1% | $7,344-14.9% |