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 | $103,557 | $56,897+82.0% | $84,750+22.2% | $62,891+64.7% |
| Participation rate | 48.9% | 68.5%-19.6pp | 76.6%-27.7pp | 69.3%-20.4pp |
| Annual return | 5.56% | 6.30%-0.7pp | 22.78%-17.2pp | 20.14%-14.6pp |
| Employer contribution / active EE | $465 | $2,400-80.6% | $3,574-87.0% | $2,281-79.6% |
| Participant deferral / active EE | $1,792 | $2,709-33.9% | $3,712-51.7% | $3,203-44.1% |
| Admin fee / account holder | $7,828 | $3,581+118.6% | $5,332+46.8% | $4,296+82.2% |