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 | $172,150 | $81,460+111.3% | $103,333+66.6% | $80,856+112.9% |
| Participation rate | 35.3% | 66.8%-31.6pp | 74.5%-39.2pp | 67.6%-32.3pp |
| Annual return | 13.19% | 25.55%-12.4pp | 24.88%-11.7pp | 35.59%-22.4pp |
| Employer contribution / active EE | $964 | $3,105-69.0% | $3,868-75.1% | $2,755-65.0% |
| Participant deferral / active EE | $3,612 | $3,869-6.6% | $5,057-28.6% | $4,296-15.9% |
| Admin fee / account holder | $1,348 | $6,566-79.5% | $8,355-83.9% | $6,918-80.5% |