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 5-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 | $156,461 | $77,896+100.9% | $134,172+16.6% | $82,448+89.8% |
| Participation rate | 64.0% | 62.8%+1.2pp | 72.5%-8.5pp | 68.1%-4.1pp |
| Annual return | 16.96% | 18.21%-1.3pp | 25.30%-8.3pp | 41.64%-24.7pp |
| Employer contribution / active EE | $787 | $2,159-63.6% | $3,420-77.0% | $2,551-69.2% |
| Participant deferral / active EE | $2,109 | $3,162-33.3% | $4,690-55.0% | $4,139-49.1% |
| Admin fee / account holder | $2,093 | $6,336-67.0% | $12,016-82.6% | $7,234-71.1% |