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 | $81,734 | $45,035+81.5% | $62,995+29.7% | $70,131+16.5% |
| Participation rate | 12.8% | 69.5%-56.7pp | 74.8%-62.0pp | 69.5%-56.7pp |
| Annual return | 12.90% | 18.76%-5.9pp | 87.57%-74.7pp | 73.14%-60.2pp |
| Employer contribution / active EE | $1,559 | $2,051-24.0% | $2,759-43.5% | $2,342-33.4% |
| Participant deferral / active EE | $2,254 | $2,465-8.5% | $3,329-32.3% | $3,332-32.3% |
| Admin fee / account holder | $4,845 | $2,834+70.9% | $3,600+34.6% | $4,645+4.3% |