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 | $113,600 | $57,016+99.2% | $84,966+33.7% | $80,856+40.5% |
| Participation rate | 59.1% | 56.3%+2.7pp | 67.5%-8.4pp | 67.6%-8.5pp |
| Annual return | 10.66% | 21.66%-11.0pp | 66.38%-55.7pp | 35.59%-24.9pp |
| Employer contribution / active EE | $659 | $1,798-63.4% | $2,727-75.8% | $2,755-76.1% |
| Participant deferral / active EE | $3,174 | $3,110+2.1% | $4,519-29.8% | $4,296-26.1% |
| Admin fee / account holder | $15,944 | $4,980+220.1% | $6,149+159.3% | $6,918+130.5% |