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 | $180,287 | $95,803+88.2% | $113,168+59.3% | $84,808+112.6% |
| Participation rate | 69.4% | 72.9%-3.4pp | 76.6%-7.1pp | 68.3%+1.1pp |
| Annual return | 21.85% | 25.00%-3.2pp | 24.27%-2.4pp | 40.90%-19.0pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,681 | $4,242+33.9% | $5,107+11.2% | $4,212+34.9% |
| Admin fee / account holder | $3,935 | $8,989-56.2% | $12,068-67.4% | $7,344-46.4% |