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 | $169,387 | $57,016+197.1% | $84,966+99.4% | $80,856+109.5% |
| Participation rate | 35.8% | 56.3%-20.5pp | 67.5%-31.7pp | 67.6%-31.8pp |
| Annual return | 13.33% | 21.66%-8.3pp | 66.38%-53.1pp | 35.59%-22.3pp |
| Employer contribution / active EE | $336 | $1,798-81.3% | $2,727-87.7% | $2,755-87.8% |
| Participant deferral / active EE | $1,628 | $3,110-47.7% | $4,519-64.0% | $4,296-62.1% |
| Admin fee / account holder | $5,455 | $4,980+9.5% | $6,149-11.3% | $6,918-21.1% |