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 | $116,247 | $56,897+104.3% | $84,750+37.2% | $62,891+84.8% |
| Participation rate | 45.5% | 68.5%-23.1pp | 76.6%-31.1pp | 69.3%-23.9pp |
| Annual return | 9.96% | 6.30%+3.7pp | 22.78%-12.8pp | 20.14%-10.2pp |
| Employer contribution / active EE | $851 | $2,400-64.5% | $3,574-76.2% | $2,281-62.7% |
| Participant deferral / active EE | $3,336 | $2,709+23.1% | $3,712-10.1% | $3,203+4.1% |
| Admin fee / account holder | $965 | $3,581-73.1% | $5,332-81.9% | $4,296-77.5% |