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 | $104,950 | $76,367+37.4% | $93,606+12.1% | $72,985+43.8% |
| Participation rate | 65.9% | 71.7%-5.9pp | 75.8%-10.0pp | 69.5%-3.6pp |
| Annual return | 22.03% | 25.82%-3.8pp | 32.76%-10.7pp | 81.00%-59.0pp |
| Employer contribution / active EE | $632 | $2,275-72.2% | $2,718-76.8% | $2,440-74.1% |
| Participant deferral / active EE | $2,843 | $3,538-19.6% | $4,069-30.1% | $3,607-21.2% |
| Admin fee / account holder | $13,784 | $6,838+101.6% | $7,888+74.7% | $5,124+169.0% |