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 | $171,702 | $109,881+56.3% | $150,045+14.4% | $84,808+102.5% |
| Participation rate | 64.3% | 76.1%-11.8pp | 82.3%-18.0pp | 68.3%-4.0pp |
| Annual return | 14.52% | 28.25%-13.7pp | 62.55%-48.0pp | 40.90%-26.4pp |
| Employer contribution / active EE | $883 | $3,561-75.2% | $4,693-81.2% | $2,631-66.4% |
| Participant deferral / active EE | $2,924 | $6,636-55.9% | $7,997-63.4% | $4,212-30.6% |
| Admin fee / account holder | $4,439 | $8,568-48.2% | $13,435-67.0% | $7,344-39.6% |