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 | $108,017 | $56,897+89.8% | $84,750+27.5% | $62,891+71.8% |
| Participation rate | 52.2% | 68.5%-16.4pp | 76.6%-24.4pp | 69.3%-17.1pp |
| Annual return | 6.92% | 6.30%+0.6pp | 22.78%-15.9pp | 20.14%-13.2pp |
| Employer contribution / active EE | $1,109 | $2,400-53.8% | $3,574-69.0% | $2,281-51.4% |
| Participant deferral / active EE | $2,668 | $2,709-1.5% | $3,712-28.1% | $3,203-16.7% |
| Admin fee / account holder | $2,780 | $3,581-22.4% | $5,332-47.9% | $4,296-35.3% |