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 | $103,313 | $57,016+81.2% | $84,966+21.6% | $80,856+27.8% |
| Participation rate | 42.5% | 56.3%-13.8pp | 67.5%-25.0pp | 67.6%-25.1pp |
| Annual return | 11.36% | 21.66%-10.3pp | 66.38%-55.0pp | 35.59%-24.2pp |
| Employer contribution / active EE | $2,718 | $1,798+51.2% | $2,727-0.3% | $2,755-1.3% |
| Participant deferral / active EE | $4,127 | $3,110+32.7% | $4,519-8.7% | $4,296-3.9% |
| Admin fee / account holder | $1,463 | $4,980-70.6% | $6,149-76.2% | $6,918-78.9% |