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 | $141,847 | $60,349+135.0% | $74,183+91.2% | $62,891+125.5% |
| Participation rate | 68.9% | 72.7%-3.8pp | 76.6%-7.7pp | 69.3%-0.4pp |
| Annual return | 7.30% | 21.37%-14.1pp | 17.74%-10.4pp | 20.14%-12.8pp |
| Employer contribution / active EE | $981 | $1,680-41.6% | $2,370-58.6% | $2,281-57.0% |
| Participant deferral / active EE | $5,313 | $2,856+86.0% | $3,550+49.7% | $3,203+65.9% |
| Admin fee / account holder | $1,441 | $4,261-66.2% | $5,586-74.2% | $4,296-66.5% |