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 | $75,291 | $50,958+47.8% | $74,550+1.0% | $64,186+17.3% |
| Participation rate | 26.9% | 61.1%-34.2pp | 69.1%-42.3pp | 69.6%-42.7pp |
| Annual return | 1.62% | -1.86%+3.5pp | 32.53%-30.9pp | 7.63%-6.0pp |
| Employer contribution / active EE | $244 | $1,115-78.1% | $1,961-87.6% | $2,381-89.7% |
| Participant deferral / active EE | $1,758 | $2,301-23.6% | $3,108-43.4% | $3,470-49.3% |
| Admin fee / account holder | $692 | $4,223-83.6% | $5,060-86.3% | $4,888-85.8% |