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 | $108,785 | $58,828+84.9% | $77,999+39.5% | $62,891+73.0% |
| Participation rate | 51.4% | 71.1%-19.6pp | 75.5%-24.1pp | 69.3%-17.9pp |
| Annual return | 12.03% | 17.16%-5.1pp | 425.96%-413.9pp | 20.14%-8.1pp |
| Employer contribution / active EE | $748 | $1,672-55.2% | $2,470-69.7% | $2,281-67.2% |
| Participant deferral / active EE | $3,233 | $2,686+20.4% | $3,497-7.6% | $3,203+0.9% |
| Admin fee / account holder | $769 | $4,393-82.5% | $5,480-86.0% | $4,296-82.1% |