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 | $170,903 | $72,012+137.3% | $185,823-8.0% | $79,858+114.0% |
| Participation rate | 60.7% | 65.8%-5.0pp | 78.0%-17.3pp | 69.6%-8.9pp |
| Annual return | 14.25% | 23.12%-8.9pp | 35.95%-21.7pp | 31.71%-17.5pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,238 | $3,779+38.6% | $5,632-7.0% | $3,740+40.1% |
| Admin fee / account holder | $685 | $4,513-84.8% | $9,500-92.8% | $5,306-87.1% |