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 | $78,520+84.6% | $96,576+50.1% | $82,448+75.8% |
| Participation rate | 66.7% | 77.7%-11.1pp | 81.4%-14.8pp | 68.1%-1.4pp |
| Annual return | 17.07% | 41.30%-24.2pp | 38.47%-21.4pp | 41.64%-24.6pp |
| Employer contribution / active EE | $967 | $2,630-63.2% | $3,553-72.8% | $2,551-62.1% |
| Participant deferral / active EE | $3,700 | $6,754-45.2% | $7,956-53.5% | $4,139-10.6% |
| Admin fee / account holder | $1,641 | $13,455-87.8% | $11,381-85.6% | $7,234-77.3% |