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 | $110,624 | $56,897+94.4% | $84,750+30.5% | $62,891+75.9% |
| Participation rate | 30.8% | 68.5%-37.8pp | 76.6%-45.8pp | 69.3%-38.5pp |
| Annual return | 7.34% | 6.30%+1.0pp | 22.78%-15.4pp | 20.14%-12.8pp |
| Employer contribution / active EE | $699 | $2,400-70.9% | $3,574-80.4% | $2,281-69.4% |
| Participant deferral / active EE | $1,719 | $2,709-36.5% | $3,712-53.7% | $3,203-46.3% |
| Admin fee / account holder | $5,537 | $3,581+54.6% | $5,332+3.8% | $4,296+28.9% |