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 | $77,686 | $60,349+28.7% | $74,183+4.7% | $62,891+23.5% |
| Participation rate | 52.5% | 72.7%-20.2pp | 76.6%-24.1pp | 69.3%-16.8pp |
| Annual return | 5.77% | 21.37%-15.6pp | 17.74%-12.0pp | 20.14%-14.4pp |
| Employer contribution / active EE | $734 | $1,680-56.3% | $2,370-69.0% | $2,281-67.8% |
| Participant deferral / active EE | $1,979 | $2,856-30.7% | $3,550-44.2% | $3,203-38.2% |
| Admin fee / account holder | $1,257 | $4,261-70.5% | $5,586-77.5% | $4,296-70.7% |