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 | $187,313 | $83,337+124.8% | $67,834+176.1% | $273,961-31.6% |
| Participation rate | 50.0% | 76.4%-26.4pp | 68.8%-18.8pp | 83.0%-33.0pp |
| Annual return | 4.77% | 259.45%-254.7pp | 138.47%-133.7pp | 41.45%-36.7pp |
| Employer contribution / active EE | $2,341 | $3,287-28.8% | $2,403-2.6% | $4,869-51.9% |
| Participant deferral / active EE | $3,241 | $4,088-20.7% | $3,160+2.6% | $5,287-38.7% |
| Admin fee / account holder | $1,770 | $6,752-73.8% | $4,622-61.7% | $10,132-82.5% |