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 | $73,787+41.8% | $98,716+6.0% | $82,448+26.9% |
| Participation rate | 67.7% | 61.4%+6.3pp | 69.3%-1.6pp | 68.1%-0.3pp |
| Annual return | 13.98% | 18.57%-4.6pp | 31.81%-17.8pp | 41.64%-27.7pp |
| Employer contribution / active EE | $684 | $1,511-54.8% | $2,279-70.0% | $2,551-73.2% |
| Participant deferral / active EE | $5,773 | $3,081+87.4% | $4,048+42.6% | $4,139+39.5% |
| Admin fee / account holder | $13,803 | $6,500+112.3% | $8,703+58.6% | $7,234+90.8% |