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 | $74,794 | $56,897+31.5% | $84,750-11.7% | $62,891+18.9% |
| Participation rate | 64.3% | 68.5%-4.3pp | 76.6%-12.3pp | 69.3%-5.0pp |
| Annual return | 5.63% | 6.30%-0.7pp | 22.78%-17.1pp | 20.14%-14.5pp |
| Employer contribution / active EE | $814 | $2,400-66.1% | $3,574-77.2% | $2,281-64.3% |
| Participant deferral / active EE | $2,740 | $2,709+1.1% | $3,712-26.2% | $3,203-14.5% |
| Admin fee / account holder | $1,604 | $3,581-55.2% | $5,332-69.9% | $4,296-62.7% |