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 | $186,317 | $54,762+240.2% | $90,281+106.4% | $72,985+155.3% |
| Participation rate | 68.8% | 65.1%+3.6pp | 73.3%-4.5pp | 69.5%-0.7pp |
| Annual return | 16.86% | 30.63%-13.8pp | 78.10%-61.2pp | 81.00%-64.1pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,826 | $2,887+32.5% | $3,885-1.5% | $3,607+6.1% |
| Admin fee / account holder | $32,651 | $3,972+722.0% | $5,351+510.2% | $5,124+537.2% |