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 | $145,588 | $90,503+60.9% | $78,689+85.0% | $273,961-46.9% |
| Participation rate | 62.5% | 76.5%-14.0pp | 73.6%-11.1pp | 83.0%-20.5pp |
| Annual return | 7.72% | 75.60%-67.9pp | 62.18%-54.5pp | 41.45%-33.7pp |
| Employer contribution / active EE | $2,139 | $3,176-32.7% | $2,851-25.0% | $4,869-56.1% |
| Participant deferral / active EE | $5,851 | $3,901+50.0% | $3,517+66.4% | $5,287+10.7% |
| Admin fee / account holder | $3,934 | $5,263-25.3% | $4,510-12.8% | $10,132-61.2% |