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 | $96,105 | $48,750+97.1% | $88,946+8.0% | $74,304+29.3% |
| Participation rate | 32.5% | 44.5%-12.0pp | 68.8%-36.3pp | 60.3%-27.8pp |
| Annual return | 18.59% | 25.91%-7.3pp | 57.82%-39.2pp | 29.43%-10.8pp |
| Employer contribution / active EE | $742 | $1,255-40.9% | $2,555-71.0% | $2,241-66.9% |
| Participant deferral / active EE | $1,737 | $2,423-28.3% | $4,581-62.1% | $3,767-53.9% |
| Admin fee / account holder | $4,129 | $3,756+9.9% | $8,261-50.0% | $2,969+39.1% |