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 | $153,518 | $76,552+100.5% | $123,892+23.9% | $62,891+144.1% |
| Participation rate | 69.8% | 73.0%-3.2pp | 81.4%-11.6pp | 69.3%+0.5pp |
| Annual return | 7.84% | 18.68%-10.8pp | 47.52%-39.7pp | 20.14%-12.3pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,574 | $4,840-26.2% | $5,984-40.3% | $3,203+11.6% |
| Admin fee / account holder | $4,641 | $4,826-3.8% | $8,357-44.5% | $4,296+8.0% |