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 | $113,656 | $43,075+163.9% | $74,583+52.4% | $62,891+80.7% |
| Participation rate | 8.0% | 58.1%-50.1pp | 68.1%-60.1pp | 69.3%-61.3pp |
| Annual return | 7.66% | 17.50%-9.8pp | 20.47%-12.8pp | 20.14%-12.5pp |
| Employer contribution / active EE | $418 | $1,498-72.1% | $2,525-83.4% | $2,281-81.7% |
| Participant deferral / active EE | $1,409 | $2,389-41.0% | $3,458-59.3% | $3,203-56.0% |
| Admin fee / account holder | $747 | $2,840-73.7% | $4,138-82.0% | $4,296-82.6% |