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 | $114,985 | $53,596+114.5% | $90,645+26.9% | $64,186+79.1% |
| Participation rate | 31.1% | 64.5%-33.4pp | 74.0%-42.9pp | 69.6%-38.5pp |
| Annual return | 0.12% | 4.41%-4.3pp | 1.88%-1.8pp | 7.63%-7.5pp |
| Employer contribution / active EE | $461 | $1,503-69.3% | $2,532-81.8% | $2,381-80.6% |
| Participant deferral / active EE | $1,185 | $2,459-51.8% | $3,425-65.4% | $3,470-65.8% |
| Admin fee / account holder | $2,087 | $3,868-46.0% | $4,994-58.2% | $4,888-57.3% |