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 | $147,262 | $93,071+58.2% | $74,583+97.4% | $273,961-46.2% |
| Participation rate | 47.4% | 74.9%-27.6pp | 68.1%-20.7pp | 83.0%-35.6pp |
| Annual return | 8.75% | 26.18%-17.4pp | 20.47%-11.7pp | 41.45%-32.7pp |
| Employer contribution / active EE | $1,388 | $3,160-56.1% | $2,525-45.0% | $4,869-71.5% |
| Participant deferral / active EE | $1,725 | $4,160-58.5% | $3,458-50.1% | $5,287-67.4% |
| Admin fee / account holder | $4,147 | $5,272-21.3% | $4,138+0.2% | $10,132-59.1% |