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 | $82,417 | $60,349+36.6% | $74,183+11.1% | $62,891+31.0% |
| Participation rate | 64.7% | 72.7%-8.0pp | 76.6%-11.9pp | 69.3%-4.6pp |
| Annual return | 6.07% | 21.37%-15.3pp | 17.74%-11.7pp | 20.14%-14.1pp |
| Employer contribution / active EE | $834 | $1,680-50.3% | $2,370-64.8% | $2,281-63.4% |
| Participant deferral / active EE | $2,722 | $2,856-4.7% | $3,550-23.3% | $3,203-15.0% |
| Admin fee / account holder | $6,345 | $4,261+48.9% | $5,586+13.6% | $4,296+47.7% |