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 | $161,691 | $95,803+68.8% | $113,168+42.9% | $84,808+90.7% |
| Participation rate | 23.5% | 72.9%-49.3pp | 76.6%-53.0pp | 68.3%-44.8pp |
| Annual return | 17.97% | 25.00%-7.0pp | 24.27%-6.3pp | 40.90%-22.9pp |
| Employer contribution / active EE | $952 | $2,360-59.6% | $2,975-68.0% | $2,631-63.8% |
| Participant deferral / active EE | $2,081 | $4,242-50.9% | $5,107-59.2% | $4,212-50.6% |
| Admin fee / account holder | $12,925 | $8,989+43.8% | $12,068+7.1% | $7,344+76.0% |