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 | $176,912 | $93,346+89.5% | $71,796+146.4% | $273,961-35.4% |
| Participation rate | 41.7% | 76.5%-34.9pp | 69.1%-27.4pp | 83.0%-41.3pp |
| Annual return | 5.75% | 130.39%-124.6pp | 78.04%-72.3pp | 41.45%-35.7pp |
| Employer contribution / active EE | $1,596 | $2,733-41.6% | $1,924-17.1% | $4,869-67.2% |
| Participant deferral / active EE | $5,101 | $3,475+46.8% | $2,794+82.5% | $5,287-3.5% |
| Admin fee / account holder | $615 | $6,571-90.6% | $4,815-87.2% | $10,132-93.9% |