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 | $174,465 | $78,422+122.5% | $95,952+81.8% | $79,858+118.5% |
| Participation rate | 67.9% | 73.5%-5.6pp | 77.1%-9.2pp | 69.6%-1.8pp |
| Annual return | 17.31% | 19.37%-2.1pp | 91.61%-74.3pp | 31.71%-14.4pp |
| Employer contribution / active EE | $760 | $1,945-61.0% | $2,541-70.1% | $2,471-69.3% |
| Participant deferral / active EE | $6,423 | $3,440+86.7% | $4,167+54.1% | $3,740+71.7% |
| Admin fee / account holder | $4,274 | $5,622-24.0% | $6,795-37.1% | $5,306-19.5% |