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 | $116,425 | $74,927+55.4% | $101,794+14.4% | $84,808+37.3% |
| Participation rate | 57.7% | 61.4%-3.7pp | 69.2%-11.5pp | 68.3%-10.6pp |
| Annual return | 16.63% | 18.70%-2.1pp | 30.53%-13.9pp | 40.90%-24.3pp |
| Employer contribution / active EE | $775 | $1,522-49.1% | $2,289-66.1% | $2,631-70.5% |
| Participant deferral / active EE | $5,043 | $3,099+62.7% | $4,084+23.5% | $4,212+19.7% |
| Admin fee / account holder | $3,038 | $6,514-53.4% | $8,777-65.4% | $7,344-58.6% |