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 | $80,673+103.6% | $101,326+62.1% | $84,808+93.7% |
| Participation rate | 68.0% | 77.8%-9.8pp | 81.5%-13.5pp | 68.3%-0.3pp |
| Annual return | 17.22% | 38.95%-21.7pp | 36.82%-19.6pp | 40.90%-23.7pp |
| Employer contribution / active EE | $968 | $2,698-64.1% | $3,665-73.6% | $2,631-63.2% |
| Participant deferral / active EE | $8,992 | $6,840+31.5% | $7,994+12.5% | $4,212+113.5% |
| Admin fee / account holder | $2,052 | $12,784-84.0% | $11,185-81.7% | $7,344-72.1% |