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 | $76,212 | $56,897+33.9% | $84,750-10.1% | $62,891+21.2% |
| Participation rate | 41.3% | 68.5%-27.3pp | 76.6%-35.3pp | 69.3%-28.0pp |
| Annual return | 6.92% | 6.30%+0.6pp | 22.78%-15.9pp | 20.14%-13.2pp |
| Employer contribution / active EE | $797 | $2,400-66.8% | $3,574-77.7% | $2,281-65.1% |
| Participant deferral / active EE | $2,003 | $2,709-26.1% | $3,712-46.0% | $3,203-37.5% |
| Admin fee / account holder | $629 | $3,581-82.4% | $5,332-88.2% | $4,296-85.4% |