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 | $95,774 | $49,025+95.4% | $87,507+9.4% | $62,891+52.3% |
| Participation rate | 42.9% | 64.9%-22.0pp | 73.8%-31.0pp | 69.3%-26.4pp |
| Annual return | 9.55% | 10.02%-0.5pp | 12.21%-2.7pp | 20.14%-10.6pp |
| Employer contribution / active EE | $890 | $1,372-35.1% | $2,550-65.1% | $2,281-61.0% |
| Participant deferral / active EE | $1,705 | $2,289-25.5% | $3,149-45.9% | $3,203-46.8% |
| Admin fee / account holder | $2,450 | $4,065-39.7% | $4,221-42.0% | $4,296-43.0% |