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 | $107,765 | $74,927+43.8% | $101,794+5.9% | $84,808+27.1% |
| Participation rate | 50.0% | 61.4%-11.4pp | 69.2%-19.2pp | 68.3%-18.3pp |
| Annual return | 18.77% | 18.70%+0.1pp | 30.53%-11.8pp | 40.90%-22.1pp |
| Employer contribution / active EE | $937 | $1,522-38.4% | $2,289-59.1% | $2,631-64.4% |
| Participant deferral / active EE | $4,770 | $3,099+53.9% | $4,084+16.8% | $4,212+13.2% |
| Admin fee / account holder | $1,200 | $6,514-81.6% | $8,777-86.3% | $7,344-83.7% |