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 | $89,192 | $56,897+56.8% | $84,750+5.2% | $62,891+41.8% |
| Participation rate | 61.3% | 68.5%-7.2pp | 76.6%-15.3pp | 69.3%-8.0pp |
| Annual return | 6.37% | 6.30%+0.1pp | 22.78%-16.4pp | 20.14%-13.8pp |
| Employer contribution / active EE | $728 | $2,400-69.7% | $3,574-79.6% | $2,281-68.1% |
| Participant deferral / active EE | $2,912 | $2,709+7.5% | $3,712-21.6% | $3,203-9.1% |
| Admin fee / account holder | $3,374 | $3,581-5.8% | $5,332-36.7% | $4,296-21.5% |