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 | $139,570 | $65,365+113.5% | $92,893+50.2% | $72,985+91.2% |
| Participation rate | 45.2% | 68.3%-23.2pp | 76.0%-30.8pp | 69.5%-24.3pp |
| Annual return | 17.25% | 42.10%-24.9pp | 109.41%-92.2pp | 81.00%-63.8pp |
| Employer contribution / active EE | $615 | $2,594-76.3% | $3,653-83.2% | $2,440-74.8% |
| Participant deferral / active EE | $2,455 | $3,128-21.5% | $4,236-42.1% | $3,607-32.0% |
| Admin fee / account holder | $1,096 | $4,251-74.2% | $5,794-81.1% | $5,124-78.6% |