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 | $105,106 | $63,764+64.8% | $81,930+28.3% | $79,858+31.6% |
| Participation rate | 60.0% | 67.5%-7.5pp | 72.0%-12.0pp | 69.6%-9.6pp |
| Annual return | 16.45% | 22.66%-6.2pp | 29.49%-13.0pp | 31.71%-15.3pp |
| Employer contribution / active EE | $603 | $1,795-66.4% | $4,310-86.0% | $2,471-75.6% |
| Participant deferral / active EE | $3,676 | $2,780+32.2% | $7,107-48.3% | $3,740-1.7% |
| Admin fee / account holder | $2,557 | $4,426-42.2% | $5,158-50.4% | $5,306-51.8% |