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 | $105,870 | $74,927+41.3% | $101,794+4.0% | $84,808+24.8% |
| Participation rate | 65.7% | 61.4%+4.3pp | 69.2%-3.5pp | 68.3%-2.6pp |
| Annual return | 16.26% | 18.70%-2.4pp | 30.53%-14.3pp | 40.90%-24.6pp |
| Employer contribution / active EE | $555 | $1,522-63.5% | $2,289-75.8% | $2,631-78.9% |
| Participant deferral / active EE | $5,433 | $3,099+75.3% | $4,084+33.0% | $4,212+29.0% |
| Admin fee / account holder | $5,523 | $6,514-15.2% | $8,777-37.1% | $7,344-24.8% |