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 | $97,208 | $48,076+102.2% | $78,689+23.5% | $62,891+54.6% |
| Participation rate | 53.1% | 65.2%-12.1pp | 73.6%-20.4pp | 69.3%-16.2pp |
| Annual return | 7.13% | 31.35%-24.2pp | 62.18%-55.0pp | 20.14%-13.0pp |
| Employer contribution / active EE | $918 | $2,015-54.4% | $2,851-67.8% | $2,281-59.7% |
| Participant deferral / active EE | $3,134 | $2,588+21.1% | $3,517-10.9% | $3,203-2.2% |
| Admin fee / account holder | $5,372 | $3,207+67.5% | $4,510+19.1% | $4,296+25.1% |