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 | $162,008 | $78,672+105.9% | $109,143+48.4% | $85,850+88.7% |
| Participation rate | 46.4% | 68.3%-21.9pp | 75.9%-29.5pp | 69.3%-22.9pp |
| Annual return | 14.85% | 25.09%-10.2pp | 25.75%-10.9pp | 318.53%-303.7pp |
| Employer contribution / active EE | $1,620 | $2,735-40.7% | $3,722-56.5% | $2,565-36.8% |
| Participant deferral / active EE | $3,108 | $3,467-10.4% | $4,653-33.2% | $3,952-21.3% |
| Admin fee / account holder | $5,797 | $5,469+6.0% | $6,752-14.1% | $6,260-7.4% |