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 | $110,971 | $57,016+94.6% | $84,966+30.6% | $80,856+37.2% |
| Participation rate | 29.0% | 56.3%-27.4pp | 67.5%-38.5pp | 67.6%-38.7pp |
| Annual return | 16.60% | 21.66%-5.1pp | 66.38%-49.8pp | 35.59%-19.0pp |
| Employer contribution / active EE | $907 | $1,798-49.6% | $2,727-66.8% | $2,755-67.1% |
| Participant deferral / active EE | $1,938 | $3,110-37.7% | $4,519-57.1% | $4,296-54.9% |
| Admin fee / account holder | $673 | $4,980-86.5% | $6,149-89.1% | $6,918-90.3% |