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 | $158,000 | $89,753+76.0% | $107,525+46.9% | $84,808+86.3% |
| Participation rate | 27.1% | 68.1%-40.9pp | 75.1%-47.9pp | 68.3%-41.2pp |
| Annual return | 15.32% | 29.48%-14.2pp | 181.32%-166.0pp | 40.90%-25.6pp |
| Employer contribution / active EE | $1,409 | $3,113-54.7% | $3,754-62.5% | $2,631-46.4% |
| Participant deferral / active EE | $2,385 | $4,056-41.2% | $5,116-53.4% | $4,212-43.4% |
| Admin fee / account holder | $8,844 | $7,222+22.5% | $8,919-0.8% | $7,344+20.4% |