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 | $112,658 | $86,929+29.6% | $102,423+10.0% | $80,856+39.3% |
| Participation rate | 49.1% | 72.4%-23.3pp | 76.5%-27.4pp | 67.6%-18.5pp |
| Annual return | 16.96% | 18.88%-1.9pp | 29.32%-12.4pp | 35.59%-18.6pp |
| Employer contribution / active EE | $818 | $2,369-65.5% | $3,023-72.9% | $2,755-70.3% |
| Participant deferral / active EE | $2,936 | $4,118-28.7% | $5,053-41.9% | $4,296-31.7% |
| Admin fee / account holder | $9,277 | $8,049+15.3% | $9,451-1.8% | $6,918+34.1% |