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 | $90,894 | $56,897+59.8% | $84,750+7.2% | $62,891+44.5% |
| Participation rate | 58.5% | 68.5%-10.0pp | 76.6%-18.1pp | 69.3%-10.8pp |
| Annual return | 6.55% | 6.30%+0.2pp | 22.78%-16.2pp | 20.14%-13.6pp |
| Employer contribution / active EE | $473 | $2,400-80.3% | $3,574-86.8% | $2,281-79.3% |
| Participant deferral / active EE | $2,233 | $2,709-17.6% | $3,712-39.8% | $3,203-30.3% |
| Admin fee / account holder | $14,122 | $3,581+294.4% | $5,332+164.8% | $4,296+228.8% |