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 | $147,957 | $60,349+145.2% | $74,183+99.4% | $62,891+135.3% |
| Participation rate | 64.5% | 72.7%-8.2pp | 76.6%-12.1pp | 69.3%-4.8pp |
| Annual return | 4.90% | 21.37%-16.5pp | 17.74%-12.8pp | 20.14%-15.2pp |
| Employer contribution / active EE | $989 | $1,680-41.1% | $2,370-58.3% | $2,281-56.6% |
| Participant deferral / active EE | $2,867 | $2,856+0.4% | $3,550-19.2% | $3,203-10.5% |
| Admin fee / account holder | $11,649 | $4,261+173.4% | $5,586+108.5% | $4,296+171.2% |