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 | $176,584 | $112,881+56.4% | $90,951+94.2% | $158,922+11.1% |
| Participation rate | 66.7% | 74.7%-8.1pp | 69.0%-2.3pp | 82.0%-15.3pp |
| Annual return | 11.91% | 215.79%-203.9pp | 134.60%-122.7pp | 302.83%-290.9pp |
| Employer contribution / active EE | $708 | $2,893-75.5% | $2,122-66.6% | $4,761-85.1% |
| Participant deferral / active EE | $3,491 | $4,128-15.4% | $3,373+3.5% | $5,982-41.6% |
| Admin fee / account holder | $747 | $8,041-90.7% | $5,959-87.5% | $11,246-93.4% |