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 | $99,025 | $66,310+49.3% | $93,606+5.8% | $65,185+51.9% |
| Participation rate | 45.1% | 74.0%-28.9pp | 75.8%-30.7pp | 70.2%-25.1pp |
| Annual return | 22.38% | 42.58%-20.2pp | 32.76%-10.4pp | 29.38%-7.0pp |
| Employer contribution / active EE | $554 | $2,012-72.5% | $2,718-79.6% | $2,177-74.6% |
| Participant deferral / active EE | $2,079 | $3,342-37.8% | $4,069-48.9% | $3,514-40.8% |
| Admin fee / account holder | $8,983 | $6,897+30.3% | $7,888+13.9% | $847+960.5% |