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 | $144,940 | $80,673+79.7% | $101,326+43.0% | $84,808+70.9% |
| Participation rate | 66.7% | 77.8%-11.1pp | 81.5%-14.8pp | 68.3%-1.6pp |
| Annual return | 17.07% | 38.95%-21.9pp | 36.82%-19.7pp | 40.90%-23.8pp |
| Employer contribution / active EE | $967 | $2,698-64.2% | $3,665-73.6% | $2,631-63.3% |
| Participant deferral / active EE | $3,700 | $6,840-45.9% | $7,994-53.7% | $4,212-12.1% |
| Admin fee / account holder | $1,641 | $12,784-87.2% | $11,185-85.3% | $7,344-77.7% |