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 | $192,479 | $73,787+160.9% | $98,716+95.0% | $82,448+133.5% |
| Participation rate | 35.3% | 61.4%-26.1pp | 69.3%-34.0pp | 68.1%-32.8pp |
| Annual return | 17.55% | 18.57%-1.0pp | 31.81%-14.3pp | 41.64%-24.1pp |
| Employer contribution / active EE | $744 | $1,511-50.8% | $2,279-67.3% | $2,551-70.8% |
| Participant deferral / active EE | $2,604 | $3,081-15.5% | $4,048-35.7% | $4,139-37.1% |
| Admin fee / account holder | $77,537 | $6,500+1092.8% | $8,703+790.9% | $7,234+971.8% |