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 | $104,615 | $74,927+39.6% | $101,794+2.8% | $84,808+23.4% |
| Participation rate | 67.7% | 61.4%+6.3pp | 69.2%-1.4pp | 68.3%-0.6pp |
| Annual return | 13.98% | 18.70%-4.7pp | 30.53%-16.5pp | 40.90%-26.9pp |
| Employer contribution / active EE | $684 | $1,522-55.1% | $2,289-70.1% | $2,631-74.0% |
| Participant deferral / active EE | $5,773 | $3,099+86.3% | $4,084+41.4% | $4,212+37.1% |
| Admin fee / account holder | $13,803 | $6,514+111.9% | $8,777+57.3% | $7,344+88.0% |