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 | $135,467 | $45,035+200.8% | $62,995+115.0% | $70,131+93.2% |
| Participation rate | 30.8% | 69.5%-38.8pp | 74.8%-44.0pp | 69.5%-38.8pp |
| Annual return | 21.35% | 18.76%+2.6pp | 87.57%-66.2pp | 73.14%-51.8pp |
| Employer contribution / active EE | $462 | $2,051-77.5% | $2,759-83.3% | $2,342-80.3% |
| Participant deferral / active EE | $3,200 | $2,465+29.9% | $3,329-3.9% | $3,332-3.9% |
| Admin fee / account holder | $10,409 | $2,834+267.2% | $3,600+189.1% | $4,645+124.1% |