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 | $185,052 | $72,012+157.0% | $185,823-0.4% | $79,858+131.7% |
| Participation rate | 46.4% | 65.8%-19.3pp | 78.0%-31.6pp | 69.6%-23.2pp |
| Annual return | 20.47% | 23.12%-2.6pp | 35.95%-15.5pp | 31.71%-11.2pp |
| Employer contribution / active EE | $599 | $1,965-69.5% | $4,087-85.3% | $2,471-75.8% |
| Participant deferral / active EE | $1,927 | $3,779-49.0% | $5,632-65.8% | $3,740-48.5% |
| Admin fee / account holder | $1,672 | $4,513-63.0% | $9,500-82.4% | $5,306-68.5% |