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 | $109,183 | $74,927+45.7% | $101,794+7.3% | $84,808+28.7% |
| Participation rate | 57.8% | 61.4%-3.6pp | 69.2%-11.4pp | 68.3%-10.5pp |
| Annual return | 13.97% | 18.70%-4.7pp | 30.53%-16.6pp | 40.90%-26.9pp |
| Employer contribution / active EE | $709 | $1,522-53.4% | $2,289-69.0% | $2,631-73.0% |
| Participant deferral / active EE | $3,967 | $3,099+28.0% | $4,084-2.9% | $4,212-5.8% |
| Admin fee / account holder | $5,410 | $6,514-17.0% | $8,777-38.4% | $7,344-26.3% |