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 | $167,620 | $73,787+127.2% | $98,716+69.8% | $82,448+103.3% |
| Participation rate | 58.1% | 61.4%-3.3pp | 69.3%-11.2pp | 68.1%-10.0pp |
| Annual return | 17.89% | 18.57%-0.7pp | 31.81%-13.9pp | 41.64%-23.8pp |
| Employer contribution / active EE | $657 | $1,511-56.5% | $2,279-71.2% | $2,551-74.2% |
| Participant deferral / active EE | $3,825 | $3,081+24.1% | $4,048-5.5% | $4,139-7.6% |
| Admin fee / account holder | $1,852 | $6,500-71.5% | $8,703-78.7% | $7,234-74.4% |