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 | $77,548 | $56,897+36.3% | $84,750-8.5% | $62,891+23.3% |
| Participation rate | 63.3% | 68.5%-5.2pp | 76.6%-13.3pp | 69.3%-6.0pp |
| Annual return | 6.42% | 6.30%+0.1pp | 22.78%-16.4pp | 20.14%-13.7pp |
| Employer contribution / active EE | $589 | $2,400-75.5% | $3,574-83.5% | $2,281-74.2% |
| Participant deferral / active EE | $4,779 | $2,709+76.4% | $3,712+28.7% | $3,203+49.2% |
| Admin fee / account holder | $2,428 | $3,581-32.2% | $5,332-54.5% | $4,296-43.5% |