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 | $164,286 | $78,520+109.2% | $96,576+70.1% | $82,448+99.3% |
| Participation rate | 68.0% | 77.7%-9.7pp | 81.4%-13.4pp | 68.1%-0.1pp |
| Annual return | 17.22% | 41.30%-24.1pp | 38.47%-21.3pp | 41.64%-24.4pp |
| Employer contribution / active EE | $968 | $2,630-63.2% | $3,553-72.8% | $2,551-62.1% |
| Participant deferral / active EE | $8,992 | $6,754+33.1% | $7,956+13.0% | $4,139+117.2% |
| Admin fee / account holder | $2,052 | $13,455-84.8% | $11,381-82.0% | $7,234-71.6% |