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 | $90,200 | $56,897+58.5% | $84,750+6.4% | $62,891+43.4% |
| Participation rate | 60.9% | 68.5%-7.6pp | 76.6%-15.7pp | 69.3%-8.4pp |
| Annual return | 10.51% | 6.30%+4.2pp | 22.78%-12.3pp | 20.14%-9.6pp |
| Employer contribution / active EE | $864 | $2,400-64.0% | $3,574-75.8% | $2,281-62.1% |
| Participant deferral / active EE | $3,841 | $2,709+41.8% | $3,712+3.5% | $3,203+19.9% |
| Admin fee / account holder | $9,276 | $3,581+159.0% | $5,332+74.0% | $4,296+115.9% |