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 | $110,410 | $56,054+97.0% | $171,082-35.5% | $62,891+75.6% |
| Participation rate | 29.9% | 62.9%-33.0pp | 76.7%-46.8pp | 69.3%-39.5pp |
| Annual return | 6.25% | 22.52%-16.3pp | 32.56%-26.3pp | 20.14%-13.9pp |
| Employer contribution / active EE | $960 | $1,731-44.5% | $4,002-76.0% | $2,281-57.9% |
| Participant deferral / active EE | $2,715 | $3,158-14.0% | $4,797-43.4% | $3,203-15.2% |
| Admin fee / account holder | $2,053 | $3,647-43.7% | $8,520-75.9% | $4,296-52.2% |