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 | $79,438 | $56,897+39.6% | $84,750-6.3% | $62,891+26.3% |
| Participation rate | 63.0% | 68.5%-5.6pp | 76.6%-13.6pp | 69.3%-6.3pp |
| Annual return | 6.85% | 6.30%+0.6pp | 22.78%-15.9pp | 20.14%-13.3pp |
| Employer contribution / active EE | $906 | $2,400-62.2% | $3,574-74.6% | $2,281-60.3% |
| Participant deferral / active EE | $2,565 | $2,709-5.3% | $3,712-30.9% | $3,203-19.9% |
| Admin fee / account holder | $2,166 | $3,581-39.5% | $5,332-59.4% | $4,296-49.6% |