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 | $76,165 | $48,076+58.4% | $78,689-3.2% | $62,891+21.1% |
| Participation rate | 60.6% | 65.2%-4.6pp | 73.6%-13.0pp | 69.3%-8.7pp |
| Annual return | 6.10% | 31.35%-25.3pp | 62.18%-56.1pp | 20.14%-14.0pp |
| Employer contribution / active EE | $737 | $2,015-63.4% | $2,851-74.2% | $2,281-67.7% |
| Participant deferral / active EE | $3,879 | $2,588+49.9% | $3,517+10.3% | $3,203+21.1% |
| Admin fee / account holder | $28,626 | $3,207+792.5% | $4,510+534.7% | $4,296+566.4% |