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 | $113,937 | $76,552+48.8% | $123,892-8.0% | $62,891+81.2% |
| Participation rate | 62.2% | 73.0%-10.8pp | 81.4%-19.2pp | 69.3%-7.1pp |
| Annual return | 9.07% | 18.68%-9.6pp | 47.52%-38.4pp | 20.14%-11.1pp |
| Employer contribution / active EE | $793 | $2,883-72.5% | $4,617-82.8% | $2,281-65.3% |
| Participant deferral / active EE | $6,889 | $4,840+42.3% | $5,984+15.1% | $3,203+115.1% |
| Admin fee / account holder | $4,080 | $4,826-15.4% | $8,357-51.2% | $4,296-5.0% |