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 | $167,728 | $54,541+207.5% | $78,778+112.9% | $70,131+139.2% |
| Participation rate | 39.0% | 60.8%-21.8pp | 69.2%-30.2pp | 69.5%-30.5pp |
| Annual return | 15.76% | 21.07%-5.3pp | 35.62%-19.9pp | 73.14%-57.4pp |
| Employer contribution / active EE | $706 | $1,089-35.2% | $1,986-64.5% | $2,342-69.9% |
| Participant deferral / active EE | $3,000 | $2,210+35.7% | $2,958+1.4% | $3,332-10.0% |
| Admin fee / account holder | $2,873 | $3,709-22.5% | $5,134-44.0% | $4,645-38.1% |