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 | $92,400 | $56,277+64.2% | $80,975+14.1% | $62,891+46.9% |
| Participation rate | 44.7% | 69.0%-24.2pp | 75.8%-31.1pp | 69.3%-24.6pp |
| Annual return | 6.45% | 22.12%-15.7pp | 17.10%-10.7pp | 20.14%-13.7pp |
| Employer contribution / active EE | $1,595 | $1,943-17.9% | $3,714-57.1% | $2,281-30.1% |
| Participant deferral / active EE | $3,667 | $4,195-12.6% | $5,696-35.6% | $3,203+14.5% |
| Admin fee / account holder | $716 | $3,741-80.9% | $5,516-87.0% | $4,296-83.3% |