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 | $171,214 | $55,706+207.4% | $75,886+125.6% | $72,985+134.6% |
| Participation rate | 56.3% | 61.1%-4.9pp | 69.3%-13.0pp | 69.5%-13.2pp |
| Annual return | 20.26% | 27.59%-7.3pp | 30.76%-10.5pp | 81.00%-60.7pp |
| Employer contribution / active EE | $1,535 | $1,687-9.0% | $2,500-38.6% | $2,440-37.1% |
| Participant deferral / active EE | $3,370 | $2,634+28.0% | $3,603-6.5% | $3,607-6.6% |
| Admin fee / account holder | $5,902 | $3,978+48.4% | $5,418+8.9% | $5,124+15.2% |