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 | $78,200 | $39,122+99.9% | $57,179+36.8% | $62,891+24.3% |
| Participation rate | 40.5% | 70.5%-30.0pp | 75.3%-34.9pp | 69.3%-28.8pp |
| Annual return | 4.76% | 9.23%-4.5pp | 14.59%-9.8pp | 20.14%-15.4pp |
| Employer contribution / active EE | $1,029 | $1,874-45.1% | $2,682-61.7% | $2,281-54.9% |
| Participant deferral / active EE | $2,555 | $2,374+7.6% | $3,096-17.5% | $3,203-20.2% |
| Admin fee / account holder | $1,147 | $2,592-55.7% | $3,139-63.5% | $4,296-73.3% |