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 | $102,280 | $57,354+78.3% | $83,848+22.0% | $64,186+59.4% |
| Participation rate | 61.0% | 68.6%-7.6pp | 76.1%-15.1pp | 69.6%-8.5pp |
| Annual return | 0.20% | 11.38%-11.2pp | 850.88%-850.7pp | 7.63%-7.4pp |
| Employer contribution / active EE | $2,600 | $2,545+2.1% | $3,631-28.4% | $2,381+9.2% |
| Participant deferral / active EE | $4,722 | $2,993+57.8% | $4,082+15.7% | $3,470+36.1% |
| Admin fee / account holder | $1,343 | $4,046-66.8% | $5,478-75.5% | $4,888-72.5% |