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 | $145,813 | $58,828+147.9% | $77,999+86.9% | $62,891+131.8% |
| Participation rate | 65.5% | 71.1%-5.5pp | 75.5%-10.0pp | 69.3%-3.8pp |
| Annual return | 5.38% | 17.16%-11.8pp | 425.96%-420.6pp | 20.14%-14.8pp |
| Employer contribution / active EE | $762 | $1,672-54.4% | $2,470-69.2% | $2,281-66.6% |
| Participant deferral / active EE | $4,762 | $2,686+77.3% | $3,497+36.2% | $3,203+48.7% |
| Admin fee / account holder | $852 | $4,393-80.6% | $5,480-84.5% | $4,296-80.2% |