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 | $147,445 | $58,523+151.9% | $99,443+48.3% | $72,985+102.0% |
| Participation rate | 65.5% | 64.6%+0.9pp | 73.8%-8.3pp | 69.5%-4.0pp |
| Annual return | 22.37% | 28.51%-6.1pp | 30.72%-8.3pp | 81.00%-58.6pp |
| Employer contribution / active EE | $797 | $1,512-47.3% | $2,540-68.6% | $2,440-67.3% |
| Participant deferral / active EE | $3,949 | $2,606+51.5% | $3,619+9.1% | $3,607+9.5% |
| Admin fee / account holder | $6,937 | $4,102+69.1% | $6,250+11.0% | $5,124+35.4% |