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 | $110,159 | $58,512+88.3% | $84,015+31.1% | $72,985+50.9% |
| Participation rate | 56.7% | 61.2%-4.6pp | 69.0%-12.3pp | 69.5%-12.8pp |
| Annual return | 22.78% | 28.93%-6.2pp | 71.31%-48.5pp | 81.00%-58.2pp |
| Employer contribution / active EE | $343 | $1,163-70.5% | $1,983-82.7% | $2,440-86.0% |
| Participant deferral / active EE | $1,844 | $2,394-23.0% | $3,239-43.1% | $3,607-48.9% |
| Admin fee / account holder | $4,218 | $4,569-7.7% | $6,101-30.9% | $5,124-17.7% |